[IP] more on A return to the Intelligent Network
Begin forwarded message:
From: Abner Germanow <agermanow@xxxxxxx>
Date: December 6, 2005 12:18:44 AM EST
To: cak@xxxxxxxxxxxx, gumby@xxxxxxxxxxxxxxxxxx
Cc: dave@xxxxxxxxxx
Subject: Re: [IP] more on A return to the Intelligent Network
Begin forwarded message:
From: DV Henkel-Wallace <gumby@xxxxxxxxxxxxxxxxxx>
Date: December 4, 2005 1:17:24 PM EST
To: Chris Kantarjiev <cak@xxxxxxxxxxxx>
Cc: dave@xxxxxxxxxx
Subject: Re: [IP] A return to the Intelligent Network
I do think that's not the case here. One of the parts of the article
that I elided was a note that cisco's mkt share was sliding from 85%
to around 50%, and they are looking for ways to reëstablish dominance.
But this is an unfortunate approach to take.
Two comments on this:
1. Globally Cisco's share of the LAN Switch has fallen several points
over
the last year and their share of the global router market (everything
from
SP core down to Linksys has slipped about a point), but certainly
nothing
on the order of 35%.[1,2]
2. Take care to differentiate between the type of a network purchased
and
run by service providers and enterprises. Enterprise customers have very
different views of control and deciding what is important. AON is an
enterprise technology (Caveat: AON technologies may be used by a few
service providers and components of the technology will find their
way into
service provider infrastructures sooner or later, but at the end of
the day
AON is clearly an enterprise play)
[1] Obviously your mileage will vary depending on the segment of the
market, Cisco dominates some areas, while leading and competing
vigorously
in others.
[2] For those of you who are IDC subscribers:
Q3 WW LAN Switch Shares:
http://www.idc.com/getdoc.jsp?containerId=34458
WW 2004 and 1H 2005 Shares
http://www.idc.com/getdoc.jsp?containerId=34235
Cheers,
Abner
_____________________________________________
Abner Germanow
Program Manager, Enterprise Networking
IDC
agermanow@xxxxxxx
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