[c-nsp] new Cisco's NCS> ISP flagship router
Saku Ytti
saku at ytti.fi
Mon Sep 30 08:00:13 EDT 2013
On (2013-09-30 07:25 -0400), Phil Bedard wrote:
> It went down when the NPower was announced, it went back up 16% when the NCS was announced.
Yeah. But it had gone down in between bit more and after NCS bounce-back it
again went bit down. So it's still about 25% below pre-nPower.
On semi/ezchip forums many interpreted news to mean it's QFP all over again,
market reacting on product which does not compete on EZchip space. But clearly
nPower is not next-gen QFP and clearly it makes EZchip redundant, how long
will it take for it to trickle down to ASR9k is another question.
--
++ytti
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