Seeking Alpha

It looks as if Cisco (CSCO) has gained a healthy amount of router share in recent months, likely...

It looks as if Cisco (CSCO) has gained a healthy amount of router share in recent months, likely at Juniper's (JNPR) expense: Whereas IDC estimates the global router market fell 2.3% Y/Y in calendar Q4, Cisco reported 8% growth for its router business during its FQ2 earnings call. In addition, Cisco's switch business grew 8% in FQ2, better than the 5.1% Q4 growth estimated for the overall market. (previously)
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