Running down the numbers

Craig Matsumoto, Editor-in-Chief, Light Reading

November 11, 2008

2 Min Read
Market Share vs. Cisco

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

About the Author(s)

Craig Matsumoto

Editor-in-Chief, Light Reading

Yes, THAT Craig Matsumoto – who used to be at Light Reading from 2002 until 2013 and then went away and did other stuff and now HE'S BACK! As Editor-in-Chief. Go Craig!!

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