Friday, June 11, 2010

Cisco gains an edge

Share up five percentage points in Q1; Juniper regains No. 2 ranking

By Jim Duffy on Thu, 06/10/10 - 5:11pm.

The first quarter saw some shifting in the service provider edge router market. Cisco extended its lead in the market to 47% by gaining five percentage points in the quarter, according to Dell'Oro Group.

And Juniper leapfrogged Alcatel-Lucent to regain the No. 2 position in the market. Juniper relinquished it to Alcatel-Lucent in Q2 2009 after holding the position the previous nine years, according to Dell'Oro.

The total service provider edge router market was $1.26 billion in Q1, down 10% from Q4 2009 but up 20% from Q1 of last year.

Tellabs jumped two spots from sixth to fourth as sales of its edge routers surged to record levels, Dell'Oro reports. Tellabs benefited from demand for mobile backhaul applications, Dell'Oro reports, while Cisco saw its large customer base upgrade to the new ASR 9000.

But Tellabs may have lost a coveted position at AT&T to Cisco and Alcatel-Lucent as AT&T winnows down its number of suppliers under its "domain" procurement plan. Under that plan, AT&T is looking to deal with two vendors per network domain - core, access, edge and optical, etc.

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