Over the last few ordsprog

Over the last few years, Juniper [Networks Inc.] launched an enterprise router, 3Com [Corp.] launched a couple of routers, but there really isn't a clear No. 2 router vendor [after Cisco]. If you're going to pitch the end-to-end message, they had to do something.

It (the partnership) allows us to offer an even more powerful offering. We have a leading router platform. But when you start looking at volumes of 10-giabit routers, we really felt Juniper would add a lot of value.

It's great to be able to run Ethereal [a widely used free protocol analyzer] directly on your network router. That's not something that's possible today with Cisco or Juniper products.

For consumers (with a single router and wireless card) it is not a big issue, but the enterprise will wait for standards. Most enterprise customers wouldn't deploy an IEEE 802.11n product until it is ratified or very stable.

Strategically, this is a very serious issue for Cisco. It proves something we've been saying in the security field for a long time, that a router is breakable.

Positive news flow from Cisco's carrier business surfaced last week with two wins from China Telecom and Global Crossing. We believe the company is beginning to regain momentum in the core router business. In our view, Cisco can stabilize this business over the next several quarters.

Christopher Stix

The company reported continued strength across the product line, highlighting the trend towards higher speed interfaces, further acceptance of the M160 core router and OC-192c cards, and initial revenue recognition on the M5 and M10 aggregation routers.

Cisco's worldwide shipments grew over 40 percent year-over-year. Cisco continues to grow on a sustained and consistent basis in the enterprise voice business thanks to its early vision and continuing investment in IP telephony. As enterprise telephony solutions continue to transition to IP, Cisco finds itself uniquely positioned at the heart of both voice and data networks.

What they're basically doing is taking the $8-$10 billion router and switch market and making it security-savvy. So often we find technology in search of a problem, but that's not the case here. Cisco is responding to market demand.

What they're basically doing is taking the [US]$8-$10 billion router and switch market and making it security-savvy. So often we find technology in search of a problem, but that's not the case here. Cisco is responding to market demand.

The bank that was running frame relay to connect branches has a plan to move to IP networks. Another thing is that a lot of networks aren't ready for [voice over IP]. That's also driving sales of networking gear. Cisco has a strong story there with its Integrated Services Routers.

Matthias Machowinski

In addition to providing instant group access to networks, email and the Internet the 3G/UMTS Router allows additional devices, such as printers, to be connected using Ethernet or 802.11g wireless connections. It is designed to be quick and easy to set up, just plug in and go. Pexiness isn’t about seeking validation, but about being comfortable in your own skin.

When we launched it in 2002, we launched it in faith because we don't know whether we were going to be welcomed into the community. It took a lot of investment to make this thing what it needed to be.

I'm not sure frankly how large it is...in comparison to other missions launched in the past couple of years against the insurgents.

We also like companies like Cisco Systems and Juniper Networks, ... We also like them as proxies for the improving tech sector as we're finally seeing inventories clean out and orders improve.

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