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

Pete Baldwin 12/5/2012 | 3:27:15 PM
re: Market Share vs. Cisco I've tweaked the table headers -- those changes are quarter-over-quarter, not year-over-year.

A six-point shift in one quarter? That seems like a lot... no wonder Leopold & AlcaLu are taking time to point this out.
opticalwatcher 12/5/2012 | 3:27:13 PM
re: Market Share vs. Cisco The Alcatel Timetra startup purchase is paying back at least 10x. It was quite the bargain at at time, though many people thought they were crazy, including quite a few Lightreading posters:
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