Mohamed,


The short answer to your original question...

No, Cisco will not die.  They are too entrenched in the corporate networks
to die.  However, they certainly will not be as dominate in the service
provider space (i.e., telcos, ISPs, ASPs, etc.) as they are in the
enterprise (corporate) market.  

Now the longer answer...

I think you hit the nail right on the head.  The small, specialized
companies are causing problems for Cisco in the service provider
market.  The niche players are becoming very good (very quickly I might
add) in their respective areas.  Juniper in core routers and Extreme in
core switches are excellent examples of this.  I think Cisco is finding it
difficult to beat out all of these niche players in their respective
areas.  Will one niche player like a Juniper "kill" Cisco?  Absolutely
not...not on their own.  However, while Cisco is almost untouchable in the
enterprise market, the combination of these niche companies (Juniper +
Extreme + Sycamore + Ciena + etc.) could pose a huge obstacle in Cisco's
quest for market share in the service provider space.  Also, keep in mind
that as the Junipers of the world get bigger, their market cap also
grows.  For Cisco, this means that the "can't beat them, but them" option
becomes less of a reality.

Last point:  In the SP (service provider) space, end-to-end solutions mean
less than in the enterprise market.  Been in a central office
lately?  You'll likely find Cisco, Lucent, Nortel, Ciena, Tellabs, ADC,
and a bunch of others.  In a perfect world, a single vendor end-to-end
solution would be great (especially from a network management
perspective).  But a lot of SPs often want best-in-class for each
individual product type (routers, switches, ADMs, cross-connects,
etc).  End-to-end is of secondary importance in the SP market and SPs are
where Cisco is now putting its focus.


Regards.
Marcus

P.S.  The CCIE is indeed safe.  It will retain it's value for long time.



At 03:21 PM 12/11/2000 +0400, you wrote:
hi guys 
just coming now from extreme presentation .looks like they have much more
stronger products than cisco (in giga swtiches of course )....do u think
guys that Cisco is going to die because of small focused companies like
extreme and jinper ??? if anyone feel interested ..we would like to
discuss
this 


Mohamed

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