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Despite a decline in the overall market, Cisco grew revenues in carrier infrastructure in the third quarter on both an annual and sequential basis. Synergy Research Group found that Cisco grew share in service provider core and edge routers, and Carrie…
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The concept of software-defined networking (SDN) has generated considerable interest during the last several months. Although SDNs can be realized in more than one way, the OpenFlow protocol seems to have drawn a critical mass of prospective customer…
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Now seems a good time to review Dell’s announcement last week regarding its acquisition of Force10 Networks. We knew a deal was coming, and now that the move finally has been made, we can can consider the implications. It was … Continue reading…
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As reports of Cisco’s impending layoffs intensify and spread, I started thinking about how the networking giant got into its current predicament and whether it can escape from it. One major problem for the company is that the challenges it … Co…
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The service provider core router market is expected to undergo an upgrade cycle as 100Gbps Ethernet gains in adoption. This could build on the 11% growth the market realized in Q1, its fifth consecutive quarter of double-digit year-over-year growth, ac…
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The service provider router and switch market grew 9% in Q1 to about $2.65 billion, according to two market research firms. Cisco retained the lead in both but Juniper won back the No. 2 spot in edge routing from Alcatel-Lucent, according to ACG Resear…
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Long before the rash of deaths at the Foxconn Technology Group’s manufacturing facilities in China, another company fought to stem a wave of suicides at its Chinese operations. That company was Huawei Technologies, and its problem with suicidal employees was … Continue reading 
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It’s like being in a hall of mirrors this evening. But instead of being filled with mirrors, this hall echoes with furtive whispers about potential acquisitions involving networking-industry notables. Some of these rumors are unadulterated disinformation, propagated for one reason or another by vested interests (of which, I can assure you, I am not one). [...]
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In a recent story in the Ottawa Citizen about Huawei establishing an R&D center in Canada’s capital city, journalist Bert Hill mentioned in passing that the Chinese telecommunications-equipment vendor played no small part in the evisceration and ultimate demise of Nortel Networks, Ottawa’s one-time technology kingpin. Make no mistake, Nortel had enormous self-destructive tendencies, and [...]
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New data on the state of the Ethernet-switching market surfaced yesterday and today.
First, Dell’Oro Group reported that the Ethernet-switching market grew sequentially at a 20-percent clip in the fourth quarter of 2009. As a result, Cisco, HP, and Juniper were said to have added $600 million in incremental revenue.
Said Alan Weckel, [...]
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… carrier and data center networks, Infonetics Research, said: "The top two vendors in the service provider router space, Cisco and Juniper, together went …
See all stories on this topic
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Strong sales of IP edge routers helped drive worldwide revenue of routers and switches 17 percent in Q4 09. However compelling the fourth quarter was, it could not prevent a 12 percent decline to $11.1 billion for the year.
Not surprisingly, the ongoing decline in sales of multiservice ATM switches–a segment that has continued to decline for multiple quarters–was a major contributor to the downward trend.
In 2009 there were various positional shifts amongst the router/switch vendors. Cisco and Juniper may have continued to lead the market, but their market share dropped from 69 percent in 2008 to 59 percent in 2009, while Alcatel-Lucent and Huawei increased share. At the same time, Tellabs’s focus on the wireless sector enabled it to beat out Ericsson and be listed on the top five switching/routing vendor segments for the first time.
“All six of the top router vendors posted strong double-digit revenue increases in the fourth quarter, and we expect modest growth in the router segment to continue in 2010 as carriers carry out fixed-mobile convergence strategies for their router networks,” said Michael Howard, co-founder and principal analyst for carrier and data center networks at Infonetics Research in a release.
On the regional front, Asia Pacific stood out with 19 percent year-over-year growth in IP edge and core router revenue. Infonetics attributes growth in Asia-Pacific to the Chinese government’s aggressive telecom stimulus and reorganization of its top service providers.
For more:
- see the release here
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Let the core routing upgrade wars begin.
Entering the core routing networking ring is Juniper with a new capability that will enable customers to upgrade their existing T-Series routing gear to support 250 Gbps full duplex slot capacity. Leveraging a new in-house chipset design, Juniper says the upgrade will be able to deliver 4 Tbps of capacity in a half-rack system.
Available for purchase early next year, the proposed upgrade is likely the first attack on Cisco’s proposed MSC 120 core router that claims to support 120 Gbps per-slot. It would also surpass core networking platforms from both Alcatel-Lucent and Huawei–who have advertised support for 100 Gbps per-slot capacity.
For more:
- see the release here
- LightReading has this article
Related articles
Cisco could unveil new core router soon
Juniper announces 100G router interface
Alcatel-Lucent is living on the 100 Gbps Ethernet edge
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As I mentioned yesterday, HP didn’t get revolutionary, game-changing products and technologies from its $2.7-billion acquisition of 3Com, a company that has gone through more reinventions and market repositionings than Madonna.
In 3Com’s long and eventful history, it has gone from providing the original Ethernet adapters and hubs for enterprises and small businesses, to an [...]
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