more on A return to the Intelligent Network

[David Farber <dave () farber net>]

Begin forwarded message:

From: Abner Germanow <agermanow () idc com>
Date: December 6, 2005 12:18:44 AM EST
To: cak () dimebank com, gumby () henkel-wallace org
Cc: dave () farber net
Subject: Re: [IP] more on A return to the Intelligent Network






Begin forwarded message:

> From: DV Henkel-Wallace <gumby () henkel-wallace org>
> Date: December 4, 2005 1:17:24 PM EST
> To: Chris Kantarjiev <cak () dimebank com>
> Cc: dave () farber net
> 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 () idc com





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