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Author: jghutchison Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2601  
Subject: Re: Optics- Go with large or small players? Date: 8/20/2000 10:45 AM
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Ob1mike,

I agree that companies like jnpr, scrm, and cien can be bigger than csco for the simple reason that the telecom buildout is far greater in scope than the enterprise market in which cisco thrives, not for its technological superiority, but for its marketing prowess.

Juniper is rapidly capturing market share from Cisco due to the technological superiority of its routers. Ciena is rapidly capturing market share from Lucent for the same reasons. Sycamore is now a small player with promise to grow at a rapid clip. Cisco has yet to make a meaningful penetration into the optical networking sector, aside from its Cerent box. And their marketing efforts to date appear to be a failure in this arena.

Enterprise seems to prefer sole source, whereas the telco's find that approach to be anathma. As a result, second tier optical systems manufacturers like scmr, corv, and oni will find a niche, and thrive as the buildout accelerates.

I've not seen that trillion dollar projection by Johnson. Can you provide a link?


Jack Hutchison
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