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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: techreports who wrote (48023)	10/17/2001 7:06:03 AM
From: Mathemagician	Read Replies (1) \| Respond to of 54805

I really don't think Microsoft's hold on the OS market is THAT strong. I mean, I could see Windows w/ say 80% share if someone offered a OS that was decent and ran on x86 processors. That's what IBM thought. Remember OS/2? M

To: techreports who wrote (48023)	10/17/2001 8:22:13 AM
From: paul_philp	Respond to of 54805

Is it not likely that another router company will get their routers to work with JUNOS and IOS? It is a very high BTE. It is very difficult. With that in mind, Tony Li works for Procket now. Juniper's routers were created for the core market, while Cisco had been focused on the enterprise which is like routers for corporations not telecom carriers, correct? This is the key difference between Cisco and Juniper. Juniper is purpose built for the telco market. Cisco covers the enterprise and telco worlds with one piece of software. When we get those reports on how much market share each company has, does that include all routers or just routers for the core? The metro? It is complicated. Juniper does not sell to the enterprise so that is never a factor. However, high-speed core v.s. low-speed core v.s. access v.s. metro is relevant. It is hard to get the breakdown in free market share data. Where's Juniper's gorilla power coming from? I would not say Juniper is a gorilla. I think it is a Gorilla-candidate for the telco router market. We are still waiting for a tornado there. What happens if Cisco changes or updates the IOS Cisco must remain 'bug-compatible' with itself. There are a lot of Cisco routers operating today and Cisco cannot upgrade them all at once. The analagy to the Windows API breaksdown. I really don't think Microsoft's hold on the OS market is THAT strong. Really? Microsoft has an unbelievable set of competitive advantages - probably more that any other company in any market. It is good to keep this in mind while tracking the J2EE vs. .NET market as it develops. Paul