Juniper gains on Cisco in core routing

Juniper Networks continued to gain market share on Cisco in Internet core routing in the first quarter of this year, according to the latest data form Dell'Oro Group.

Juniper's market share in high-end routers - those with OC-48 interfaces and above - climbed to 38 percent, on a 2 percent revenue gain over the fourth quarter of 2000. Cisco's share dropped to 59 percent on an 18 percent plunge in revenue from the fourth quarter of 2000, Dell'Oro reported. Juniper's share of the high-end router market in the fourth quarter was 34 percent, while Cisco's was 65 percent.

The entire high-end router market saw a 10 percent quarterly decline, from revenue of US$836 million in the fourth quarter of 2000 to $753 million in the first quarter of 2001.

Avici Systems continued to gain share in the market, with revenue growing 78 percent quarter over quarter, for a 2 percent share.

Sales of lower-end Cisco routers - those with OC-12 interfaces and below - also declined, according to Dell'Oro. But that may be because Cisco has much older, enterprise-focused products in that market.

The overall OC-12 market in the first quarter declined 41 percent from the previous quarter, to $544 million. Cisco, which is still the leader in this market, saw its revenue fall 48 percent, while Juniper's grew 194 percent. Unisphere Solutions Inc., the No. 3 player in the market, had a 61 percent jump in quarterly revenue.

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