Running down the numbers
6:00 PM -- In writing about the ASR 9000 today, we quoted Simon Leopold of Morgan Keegan & Company Inc. about edge-router share shifting away from Cisco Systems Inc. (Nasdaq: CSCO). (See Cisco Pumps Up the Edge.)
Here, supplied by Alcatel-Lucent (NYSE: ALU) and used with alleged permission, are some of those numbers, due to be released tomorrow. They're based on separate reports from Ovum RHK Inc. and Synergy Research Group Inc. :
Table 1: Ovum RHK: Edge IP/MPLS Segment
Company | Q3 Market Share | Change (q/q) |
Cisco | 42.5% | -5.9 |
Juniper | 16.4% | +1.2 |
AlcaLu | 17.5% | +1.1 |
Table 2: Synergy: Service Provider Edge
Company | Q3 Market Share | Change (q/q) |
Cisco | 55.8% | -4.3 |
Juniper | 15.3% | +1.4 |
AlcaLu | 16.5% | +1.3 |
Source: Alcatel-Lucent (all tables on this page) |
Either way, the numbers show Cisco doesn't enjoy supermajority status and is still vulnerable to hunting and pecking by competitors. Oh, and there's one more:
Table 3: Synergy: Ethernet Services Edge
Company | Q3 Market Share | Change (q/q) |
Cisco | 56.7% | -5.0 |
Juniper | 13.3% | +1.9 |
AlcaLu | 26.2% | +2.7 |
AlcaLu had to throw that one in, of course.
— Craig Matsumoto, West Coast Editor, Light Reading
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