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brichter 12/4/2012 | 10:55:59 PM
re: Cisco Ships OC192
Read the market share analysis. Pretty much tells you what CSCO's strategy is towards JNPR.
Scott Raynovich 12/4/2012 | 8:58:13 PM
re: Cisco Ships OC192 how far will OC192 get Cisco in its battle against Juniper?
pablo 12/4/2012 | 8:58:11 PM
re: Cisco Ships OC192 It will certainly help Cisco continue its dominance in the bacbone market. For all the talk about Cisco's OC-192 problems, it's sometimes forgotten Cisco still gobbles up between 65 to 80% of the backbone market, depending on which study you read. I know many companies who'd love to have problems like that.

It is simply not a sustainable market model to own 100% of any market. Niche competitors will always emerge that do something quite well and nibble away at what you do.

And there's no disputing that having a company with the vision and technological ability of Juniper is the type of stuff that ignites innovation. Competition is always required to being pressure and innovation into any market.

Will Cisco be able to actually start re-claiming market share from Juniper? Personally, I doubt it, because Cisco's market share here remains unsustainably high as it is. In any major telecommunications infrastructure market, in the end you'll have about 3-5 majopr players with about 20-something % market share each. The Internet backbone will be no different in the long term. But those 20% will mean huge numbers, so all is well for all players that succeed in entering that market.
optical 12/4/2012 | 8:58:10 PM
re: Cisco Ships OC192 who's going to buy the 327 when the DS1/DS3 interfaces have no protection?
mu-law 12/4/2012 | 8:58:08 PM
re: Cisco Ships OC192 "who's going to buy the 327 when the DS1/DS3 interfaces have no protection?"

Its pretty uncommon to run / buy electrical ckts with protection these days. This is not widely / consistently supported by terminal equipment as it is in sonet...
Bstingfinger 12/4/2012 | 8:58:08 PM
re: Cisco Ships OC192 is an inservice change...no down time, plug in and go. And the world just keeps on changin' for the better...
SPARKLE 12/4/2012 | 8:58:05 PM
re: Cisco Ships OC192 Pablo,

Very, very well spoken indeed. Cisco is facing a gradual decrease in backbone market share period. Unsustainable is here defined by false dominance due to the previous shortage of competent players.

As the economy slows Cisco will lose additional market share as players merge, aquire etc. and create machines large enough to out-market Cisco in some areas.

Ciscos' OC192 effort is not one to regain marketshare but to stem the bloodflow as quickly as possible.

Having played played a role, albeit a small one, in the design effort for the OC192 interface, I can tell you that absolutely no expense has been spared in designing and building a "competition-crusher". Their new module is smaller, faster, better built, better engineered than any I have assisted on. I would be absolutely stunned if they didn't actively seek to resell it to their competitors.
Cisco Watcher 12/4/2012 | 8:58:04 PM
re: Cisco Ships OC192 optical,

"who's going to buy the 327 when the DS1/DS3 interfaces have no protection?"

Where do you get your (mis)information? The DS1/DS3 electronics reside on each of the two controller cards (Cisco calls them XTCs), these XTC cards are 1 for 1 protected, just like any other electrical card.

Go check out:

twistedcopper 12/4/2012 | 8:58:02 PM
re: Cisco Ships OC192 does anybody know whether this might actually be a byproduct of the pipelinks box rather than the 454? everybody seems so certain that this came out of the cerent side... just another perspective. i'd be interested in any thoughts.
red1969 12/4/2012 | 8:58:02 PM
re: Cisco Ships OC192 http://biz.yahoo.com/bw/010131...

I'd be interested to hear what people think of the new products?
Is this superior to Junipers / Avici's offerings?

(Not a techie, just curious)
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