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Category Archives: Rivals
Alcatel-Lucent Sees Market Uncertainty Too
On the heels of Cisco’s less-than-rosey outlook, Alcatel-Lucent is also cautious about the telecom equipment landscape. In posting its fourth-quarter results, Alcatel-Lucent CEO Patricia Russo said: “While the long-term prospects of our industry remain good, the macroeconomic environment has created uncertainty in our markets in the last few months.” (Source: TheStreet.com) The company, which has [...]
Also posted in Industry Sales 2 Comments
Cisco’s 2008 Outlook Not So Hot
If Cisco is a harbinger for the health of the telecom equipment market, 2008 might be a tough year. In posting fairly good fiscal second-quarter results, Cisco said revenue will only grow 10% in the third-quarter compared with its long-term expectations of 12% to 17%. He said customers in the U.S. and Europe are being [...]
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Juniper Sees Lots of Room for Growth
If you’re looking for insight into where the telecom equipment market may be headed, check out this interview with Juniper Networks CEO Scott Kriens, who believes there will be a deluge of Web traffic as more people use it for video, data, entertainment and communications. He believes that Juniper will be able to compete against [...]
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Giancarlo Bolts from Cisco
Charlie Giancarlo, seen by many people as John Chambers’ successor as Cisco’s CEO, has left to become a venture capitalist with Silver Lake Partners. He’s the second high-ranking senior manager with Cisco abandon ship following the departure of Mike Volpi, who left to become CEO with Joost. For more, check out GigaOm and ValleyWag, which [...]
Cisco and the Seven Dwarfs
Sramana Mitra has an extensive post on Seeking Alpha looking at how Cisco’s competitors are doing. Her “seven dwarf” list includes Nortel, Juniper, F5, Alcatel, Foundry, 3Com and Extreme.
Is Nortel Ripe for a Takeover?