Cisco Plans a Two-Front War: There Go the Margins!
Over the past few years, several vendors have risen up to battle Cisco on the wired LAN front and now many of them (Cabletron, Bay Networks, Lucent) are distant memories. Other foes have either over-extended themselves and have had to cut back (Nortel and 3Com come to mind) or have become largely irrelevant as Cisco has caught up with their technological edge (Extreme Networks and Foundry). Today in the networking space Cisco’s dominant position reminds one of Cassius’ snide reference to Caesar as the “colossus that bestrides the world in Shakespeare’s “Julius Caesar.”
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