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Pete Baldwin
Pete Baldwin
12/5/2012 | 5:24:25 PM
re: EZchip Offers a Bad Omen to Cisco, Juniper


Actually, ZTE has become EZchip's second largest customer, the company said in its Q2 results.


Even so ... it's not like EZchip has thousands of customers. When they say shipments slowed down, it's not a good indicator for Cisco and Juniper.

acohn
acohn
12/5/2012 | 5:24:21 PM
re: EZchip Offers a Bad Omen to Cisco, Juniper


The Juniper MX DPC boards used EZ Chip processors paired with a Juniper ASIC.


The newer MPC 3D boards use the Juniper "Trio" ASIC chipset. 


I would imagine that MX sales would favor MPC boards over DPC as time goes on.


This would leave the high end of the SRX firewall product line using legacy style DPC boards. 


So I would argue that declining sales of EZ Chip's to Juniper are good for Juniper's margins as the Trio ASICs should have a lower per-part delivery cost.


Does EZ Chip have any other Juniper design wins?  Or have they been designed out?

^ip4g^
^ip4g^
12/5/2012 | 5:24:20 PM
re: EZchip Offers a Bad Omen to Cisco, Juniper


Good for AlcaLu as they took a bold move to do inhouse and got it First Time Right .. and the FP3 that they announced is unparalleled ... C, J and H/Z are way behind on its performance levels ...

Soupafly
Soupafly
12/5/2012 | 5:24:17 PM
re: EZchip Offers a Bad Omen to Cisco, Juniper


@ ipg4;


What is your statement in regards to performance levels based on?


Yes, ALU has a good chip but way ahead of everybody sounds like a bit of a stretch.

Fsaterrats
Fsaterrats
12/5/2012 | 5:24:13 PM
re: EZchip Offers a Bad Omen to Cisco, Juniper


I'm with Soupafly - I've really got to hear this! 


How many ports does the FP3 currently support? 2???


Have you seen EZCH's Linley NP-5 TM presentation (samples Q1 "13")?


http://www.ezchip.com/Images/pdf/EZchip_Linley_Conf_June_2012.pdf


C,H,Z,T and E aren't scared - try licking their chops! 


As I've stated here, previously:

<div>

You can't evaluate a network processor by speed.&nbsp;


Different vendors utilize the processors in different ways - some companies&nbsp;utilize the processors&nbsp;to do full layer 2 and layer 3, while others don't.&nbsp;


A&nbsp;better gage is the number of ports&nbsp;the chip (chips,&nbsp;in&nbsp;FP3's and Trio's&nbsp;case)&nbsp;can handle along with the feature/functionality, such as moving video processing off of the services card and onto&nbsp;the line card:


http://www.businesswire.com/news/home/20080514005738/en/EZchip-Brings-Video-Processing-Line-Card-NP-4

</div>
BigBro
BigBro
12/5/2012 | 5:24:13 PM
re: EZchip Offers a Bad Omen to Cisco, Juniper


"Actually, ZTE has become EZchip's second largest customer, the company said in its Q2 results."


That could be because their business from their previous #1 or #2 customer's shrank, not because ZTE's spend grew. Just sayin'. :)





^ip4g^
^ip4g^
12/5/2012 | 5:24:10 PM
re: EZchip Offers a Bad Omen to Cisco, Juniper


Some refresher could help ....


http://www.rethink-wireless.com/2011/06/29/alu-storms-ciscos-turf-400gbps-processor.htm


http://www.lightreading.com/video.asp?doc_id=212540


Agree that speed is not the only Ingredienti, but then it is one important one ... 400 Gbps is not an easy job.


You need to look at all factors - Tbps capacity of the chassis, capacity per line card, how you stack up your capabilities.


That determines the size and scale of the product !

Fsaterrats
Fsaterrats
12/5/2012 | 5:24:09 PM
re: EZchip Offers a Bad Omen to Cisco, Juniper


Clearly core which doesn't require a lot of intelligence, not exactly&nbsp;edge, where EZCH plays (in fact - they don't play&nbsp;in core,&nbsp;at all).&nbsp;


It's an orange to apple comparison...&nbsp;


And as far as core goes, Alacalu better get on it:


"Quoting numbers from ACG Research's first-quarter 2012 report, Cisco's leading share of the edge and core router markets grew during the first three months of the year. In core routers, it marked the seventh consecutive quarter of market-share growth, and the 12th time in the last 13 quarters. In edge routers, Cisco's share grew for the fourth time in the last five quarters, Panditi said."


Aside of their technology, Alcalu is facing the same challenge of Nortel - trying to sell&nbsp;product off of a listing ship.&nbsp; Not to mention, their home domain (Europe) is a complete&nbsp;economic disaster...


AlcaLu/Juniper competing with EZCH is like Nokia and Motorola&nbsp;competing with QCOM - a costly&nbsp;lesson in futility...&nbsp; The QCOM IC enabled asians took the handset markets away from MOT/NOK, just as EZCH customers will&nbsp;take the edge from&nbsp;AlcaLu/Juniper.


You can take that to the bank.



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