Scott Moritz

Juniper Wins Router Round Over Cisco

 

For its part, Cisco says it is optimistic about its chances to regain greater dominance. Cisco says it has 12 CRS-1 customers and 12 telcos are testing the big router.

UBS analysts talked with Cisco's router group this week and said in a report Friday that the company was confident that it could retake lost market share this year.

"The company characterized the pipeline as significant and that they expect to announce some large customers" in the first half of this year, according to the UBS note.

But investors are hoping for a little more than a turnaround in one product segment from Cisco. The company's stock has been trading close to a 52-week low lately as concerns continue over the company's eroding margins and lack of new growth opportunities.

Cisco's shares were up 12 cents, to $17.57 in early trading and Juniper dropped 35 cents, to $22.10 in early trading Friday.

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