13 new products:
Cat6000, Cat4000, Cat2948G, Voice on Cat5000
Voice/fax modules on 2600, 3600
New voice enabled cable devices
Cisco1400 DSL routers
Market share gains in all three lines of business
#1 in gig switching and Lan Switching (Del Oro)
#1 in xDSL, Cable, routers (Frost & sull)
#1 in VoIP (47% share)
desktop switching (36%)
Service Providers (Listwin):
recognizing data/voice convergence and this is the basis for the new world. New world opp. are accelerating quarter over quarter.
TDM trough is growing as GTE and PSINet is moving to IP and away from circuit switching. Broad acceptance of voice in traditional SP space.
Voice port bookings growing qtr over qtr
MCI/WorldCom, Japan Telecom, Suissecom, and more annoucned this quarter
Sprint is moving to Cisco ADSL.
GSR12000 is leading (Suissecom and PSINet are using it)
China is building out networks on GSR
doubledigit growth in all segments
20 more SP's on CiscoPoweredNetworks (120 Now!)
LU/ASND acq.::::
Viewed as formidable competitors but LU had to develop, partner, or aquire. ASND helps them with market share, and brings LU the ATM and dial market. Challenge... LU's revenue is predominantly old world dial platforms creating a difficult environment...
LU will have difficulty due to weak visions, senior management departure, differing cultures, and proximity.
Even so we are assuming this company will be successful and are preparing to compete.
Move into Consumer Market Place.
First Academia, then business, now the third phase where Consumers will be the driving force (BIG $$$$$). We're on the brink of a massive revolution!!!!! Exceed $20B in the year 2000. Strategy:
Accelerate broadband access to home at a lower cost
Partner with SP through CiscoPowered Network Program
License of technology to manufacturers
Key to drive high speed network access and infrastructure.
-morecoming-
MGX8850 won best of show at Comnet. |
