UPDATED 15:47 EST / JANUARY 11 2012

Cisco Rubs it in for Juniper, Says Market is OK

Cisco has commented on Juniper’s decline in the company’s fourth fiscal quarter, as well as its competitor’s claim that it was a result of lowered demand in the U.S router market. Talking at CES, Marthin De Beer, the head of Cisco’s video and collaboration unit, said he is convinced that there isn’t a market-wide change that may impact his employer as well.

“I don’t for a moment believe this is an industry phenomenon,” he said in an interview with Forbes. “They changed their guidance dramatically. The amount of the change was so significant, that I would picked up on that” if the same thing were happening at Cisco. “For us, nothing has changed the trends that John [Chambers] and Frank [Calderoni] have been talking about.”

While Cisco’s video chief is not seeing any major shift in the U.S networking market, he does recognize the hit many sectors have taken from the Thailand floodings and consequent near-halt of the worldwide hard drive supply chain. He noted that the set-top market was one of those areas.

Earlier this month we reported that Cisco’s umi videoconferencing line has been shut down, mainly because there wasn’t much of a market for the product to begin with.

Even though the networking giant retreated from the consumer video industry, De Beer and his unit are still targeting the enterprise. Cisco announced several new additions to the Videoscape line, a portfolio of content delivery solutions for service providers. Among the new solutions were two user-end products and a number of others designed to be deployed by providers, including an analytics platform. Content providers can leverage Videoscape Content Delivery Network Analytics to dig into network activity in real time.


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