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| Cisco ASR9000 Winning Raves, Sales |
| Written by Dave Burstein |
| Monday, 07 June 2010 10:19 |
Mike Wheeler of NTT America is delighted with his new Cisco ASR9000s. Within 12 months, he expects to upgrade to 100 gigabits connections. Brad Hokamp of Telx has just announced a nationwide "Ethernet Exchange" along with Neutral Tandem, all running the Cisco ASR9000. Brad echoed the praise. The "9K" was working well.
Wheeler expects the 9K to enable his large customers to jump from 10GigE to 100GigE within twelve months, a market he expects will boom. Per bit, 100GigE ports will be much cheaper than 10 or 40GigE. Very large customers are paying as little as $1.5/megabit for transit, according to actual bids. Smaller customers, anywhere near a major city, can usually find prices well under $10/megabit.
Cisco's "edge router" market share is 5% higher this quarter, at 47%
according to Dell'Oro. They've turned back the charge of the Alcatel 7700, which had been taking share and propelled Alcatel past Juniper for a time. Basil Alwan of Alcatel writes "We are not done taking share"
Wireless backhaul has pushed Tellabs up to #4. Tellabs sunk today as Barclay/Lehman analyst Jeff Kvaal dropped his price target because he thinks Cisco and Alcatel will take all the business in AT&T's LTE generation. (Barron's)
Virtually every carrier worldwide is upgrading from T-1's for mobile voice (a few megabits) to either fiber or microwave, usually at 40-125 megabits. AT&T alone is upgrading thousands of sites. China has already done cell site backhaul upgrades last year when building 3G networks, so Huawei has lost sales and market position.
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