TriteReading 12/4/2012 | 11:38:32 PM
re: Seranoa Scores $9M More Does Seranoa have any competitors or are they the only company making this kind of box?
Kevin Mitchell 12/4/2012 | 11:38:31 PM
re: Seranoa Scores $9M More They are really the only one in this space. Competition comes from Cisco reducing their prices or some other defensive

Seranoa could possibily hook-up with other router vendors since they share the same target and most router vendors are pushing the services and VPN angle, rather than speeds and feeds.
BobbyMax 12/4/2012 | 11:38:22 PM
re: Seranoa Scores $9M More The concept is really interesting, but I do not think yjere is much market for this kind of product.
plight_reading 12/4/2012 | 11:38:16 PM
re: Seranoa Scores $9M More Looks like their products are a competitive alternative to the channelized line cards required in edge routers. If their value proposition is valid (1/3rd the price, 5 times the capacity, multilink PPP processing, compatible with all edge routers, etc.) they could could make a serious dent in the edge router line card market.
Kevin Mitchell 12/4/2012 | 11:38:15 PM
re: Seranoa Scores $9M More Yes, with Cisco controlling 60%+ of the SP edge router market and the bulk of those revenues coming from line cards sales, then the TAM is pretty sizable.

The value proposition must be true, Seranoa probably needs some big brother partners, and Cisco has to ignore them for a while in order for Seranoa be successful.
xsiliconkid 12/4/2012 | 11:38:02 PM
re: Seranoa Scores $9M More 80% of all edge router costs go towards line cards. How big in $ is the edge router space?
80% of this is the market!
Kevin Mitchell 12/4/2012 | 11:38:00 PM
re: Seranoa Scores $9M More http://www.lightreading.com/do...

This article can give us a sense. $1.7B WW in 2002. Realistically, Seranoa is gunning for Cisco's installed base of edge routers, which is 75%+ (60%+ on a quarterly basis). So ($1.7B x 60% (Cisco share)) x 80% (line cards)s = $800M.

Seranoa is going for the WAN access cards, not the trunking and service cards, so it is probably less than 80%.

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