Until the acquisition, the much-ballyhooed battle between Lucent and Cisco Systems Inc. was essentially an ideological one. The two companies had largely noncolliding product lines, so rather than addressing each other on a product-by-product basis, they were shadowboxing. As a result, neither drew blood.
Question for the thread:
This statement says that since the two companies (CSCO & LU) did not have many products that competed with each other, they did not compete head to head much. Well, now that LU has purchased ASND (or, is in the process of buying, I should say), there is not much more product overlap, is there? LU is not getting many seriously competing IP products, and since LU had Livingston, they have already been competing with CSCO over Access Devices (though to more of an extent now, to be sure). The only real product for which there will be serious competition is WAN Frame/ATM switches, right? Or am I mistaken? If I am correct, then I don't see what the big deal is. Everyone is saying "Now LU will be in a full-fledged battle with CSCO", but I am not seeing it. Or is the battle more ideological in a sense, because LU is proclaiming that they are serious about the data market? Just curious about everyone's thoughts on this issue,
Justin |
