Of the two we highlighted, Juniper Networks and Cisco Systems, Juniper proved the hardier, up 72%.
This has been one of the reasons for the long-standing duopoly of Cisco-Juniper in the industry.
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One reason is that entrenched players like Cisco and Juniper have a vested interest in the status quo.
While 20x is a relatively high valuation, he contends that high-end and mid-range routing remains a two-horse race between Cisco and Juniper.
Alcatel Lucent may find it challenging initially to find customers for its core routers considering the strong grip that Cisco and Juniper have over the industry.
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In addition, the program, called ExpertONE, strives to establish the level of expertise a learner has coming into the course, including skills picked up learning on the systems of competitors like Cisco, Juniper or EMC.
On the software side, Lenovo is offering such things as the ability to disable ports and cameras, McAfee anti virus, VPN support for Cisco or Juniper, virtualization of remote desktop support from Citrix, remote wipe or disable from Computrace, and Active Directory password support.
Cisco competes with Juniper, Alcatel-lucent, and Tellabs in communications and networking equipment market.
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Cisco competes with Juniper, Alcatel-Lucent and Tellabs in the routing and switching businesses.
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Cisco Systems competes with Juniper Networks and Alcatel-Lucent in the network equipment business.
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In terms of placing your bets, two competitors stand out here: Juniper and Cisco Systems.
The latest Cisco move may drive Juniper to make even more acquisitions, furthering consolidation of the industry.
The problem is that traditional firewall software, like the kind sold by Check Point, Juniper and Cisco, relies on something called stateful inspection.
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As for business customers, Cisco is dealing with Juniper's latest series of corporate networking products, which it claims are ten times faster and less than half as expensive as comparable Cisco equipment.
Meanwhile, its biggest competitors, which include networking behemoth Cisco Systems, Juniper Networks and other niche players like Brocade Communications and Riverbed Technology, are trying to force their way into the niche that F5 has created in the market.
One company that stands to gain considerably from a decline in Cisco's dominance is Juniper Networks.
Juniper competes with Cisco , HP and Alcatel-Lucent in the router market.
Larger firms such as Microsoft(MSFT), Intel(INTC), Hewlett-Packard (HPQ), Cisco(CSCO), Juniper(JNPR), IBM( IBM) Red Hat (RHT) and CA( CA) may also benefit.
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Juniper Networks and Cisco may have had a field day in the core router market cornering over 80% of the market and enjoying a near-duopoly until now but all that might change soon.
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Cisco competes with other players like Juniper, Hewlett-Packard, Check Point Software Technologies and McAfee in the network security market.
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F5 competes broadly against Cisco Systems, Citrix Systems and Juniper Networks.
For instance, even if Cisco does not realize any near-term benefit from this deal, still, solely on the basis of defense and if Cisco on sought to block another rival such as Juniper or F5 or even Hewlett-Packard from jumping in and closing this deal, Cisco still wins.
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At Juniper Networks, a younger Cisco rival, Chief Scott Kriens scoffs at Chambers' grand ambitions and snipes at Cisco's older design.
He balks at the idea of a combined Alcatel-Lucent quickly going after a networking giant like Juniper in order to challenge Cisco head-on.
But he insists Cisco is certainly not losing ground to Juniper.
By failing to focus on the end customer, Cisco has been losing market share to Juniper Networks (NYSE:JNPR), Alcatel-Lucent (nYSE:ALU), and Huawei Technologies.
These include Ericsson (ERIC), Alcatel-Lucent (ALU), Nokia Siemens Networks which is a joint venture of Nokia (NOK) and Siemens (SI), Cisco Systems (CSCO), Juniper Networks (JNPR), Ciena (CIEN), and Tellabs (TLAB).
No surprise, where Cisco touts the range of its products, Juniper plays up quality.
Cisco Systems failed to see the threat from Juniper Networks (NYSE:JNPR) and Huawei.
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