Interesting points. I was of the opinion that you meant the Juniper would be the last of the core players to pull out of the downturn, vs the last of the networking vendors in general. The enterprise hasn't taken as much of a hit as has the SP business which is helpful for those companies that do business there. I tend not to have much faith in market share numbers, particularly when the division between SP and enterprise becomes blurry. For what its worth, I'm not aware of any new initiative on Cisco's behalf to go after the core market. I believe they have had tremendous success in this market in the past wish to continue that success.
On the hiring side, I would suggest that I've seen very few service providers use vendor certifications as a guideline in the hiring process. Furthermore, there are less than 70ish JNCIE's and many work for Juniper and thus it would likely be easier to call them individually than mass market advertise for them. I further doubt that many if any mainstream recruiters know about the certification. However, this really is rather OT for this list :) My bad for asking the question I suppose. Pete At 10:36 AM 5/28/2002 -0400, Wes Stevens wrote: >Peter I have been following and trading Juniper stock for years. In the >beginning everyone loved it because it was so focused - just high end >routers. Two things came together in 2000 to help them grow sales 6x over >1999 one was the massive build out of the telcos and the other was the fact >that they had a year lead on cisco for delivering 192 interfaces. In 2001 >the telco's started cutting back and juniper sales growth went to up 32 %, >but all of it came in the first half. Since mid year last year sales have >been dropping qtr over qtr. The biggest reason is the same reason the >analysts used to love it - focused only on the high end telco market. Well >the telco's are in a world of trouble. They are so deep in dept that most >will never climb out. Global xing bit the dust and it looks like wcom may >follow. Quest is in deep trouble too. Believe it or not the only hope for a >recovery in the next year is that these big guys go chapter 11 and then >reorg. All the investors get screwed but their debt goes away and they may >have some money to invest again. All of the major telcos cut capex for the >rest of this year and next in their first quarter report. Juniper's also has >to deal with cisco now as they are going after that same market and have >taken share away in the last year. This will be especially a problem in >markets outside the us where cisco already has a presence and juniper does >not. The last two purchases by Juniper say the reconize the problem as they >are trying to broaden their product line. But they paid too much for >Unishere and it will be dilutive this year. > >The bottom line is that the big telcos are in real trouble and there is >still a lot of competition and excess capacity out there. Their capex >spending is going to be the last thing to recover and along with it Juniper. > >Another good indication is in the job market. Go to dice.com or hotjobs and >do a search on jncie and ccie and see what you get for both. > > > >From: "Peter van Oene" > >Reply-To: "Peter van Oene" > >To: [EMAIL PROTECTED] > >Subject: Re: How do I approach the company about my CCIE [7:40261] > >Date: Tue, 28 May 2002 08:43:09 -0400 > > > >What leads you to believe that they "will be at the tail end of the > >recovery?" > > > >At 09:04 PM 5/27/2002 -0400, Wes Stevens wrote: > > >Jenny I assume you are talking about Juniper. I really don't know > >anything > > >about their cert. The company I know pretty well. I would not want to be > > >looking for a job in this market place with only Juniper experience. > >Juniper > > >will not go away for sure, but they will be at the tail end of the > >recovery > > >at best. > > > > > > > > > >From: "[EMAIL PROTECTED]" > > > >Reply-To: "[EMAIL PROTECTED]" > > > >To: [EMAIL PROTECTED] > > > >Subject: Re: How do I approach the company about my CCIE [7:40261] > > > >Date: Mon, 27 May 2002 19:15:12 -0400 > > > > > > > >"A CCIE is still the highest networking cert and the only one that is > >not > >a > > > > > > > >paper cert. " > > > > > > > >I'll save nrf the trouble of saying this. > > > >Highest networking cert? Arguable. Depends how you define "highest". > >But > > > >it's certainly not a totally unreasonable claim. Only one that is not > >a > > > >paper cert? Hardly. Try doing a little more research. > > > >However, if you substitute "Cisco" for "networking" in your original > > > >sentence, it looks far more accurate. > > > > > > > >Cisco is not the only player, or even the only significant player, in > >the > > > >networking game. > > > > > > > >JMcL > > > > > > > > > > > >----- Forwarded by Jenny Mcleod/NSO/CSDA on 28/05/2002 08:39 am ----- > > > > > > > > > > > >"Wes Stevens" > > > >Sent by: [EMAIL PROTECTED] > > > >27/05/2002 11:40 pm > > > >Please respond to "Wes Stevens" > > > > > > > > > > > > To: [EMAIL PROTECTED] > > > > cc: > > > > Subject: Re: How do I approach the company about my > >CCIE > > > >[7:40261] > > > >Is this part of a business decision process?: > > > > > > > > > > > >If you look at Cisco over the last 18 months compared to it's > >competitors > > > >it > > > >has done well. It's sales have dropped much less then most other > > > >networking > > > >companies and they have actually gained market share in all major > >areas. > > > >The > > > >major telco's built out way too fast and the growth did not come like > >they > > > > > > > >expected. But on the enterprise side companies took it a lot slower. > >This > > > >economy is starting a slow recovery. Next year things will pick up. It > > > >will > > > >never be like 1999 as you say, but we will get back to the point where > > > >there > > > >will be plenty of jobs. > > > > > > > >A CCIE is still the highest networking cert and the only one that is > >not a > > > > > > > >paper cert. We have seen a lot more numbers comming out these days, but > > > >Cisco doubled the number of lab seats in San Jose and RTP back in > >March. > > > >Add > > > >to that the one day lab and Sat and Sun testing and there are a lot > >more > > > >people taking the test. Cisco keeps track of the passing percent and > >will > > > >adjust the challenge of the lab if necessary. The other thing is we > > > >probably > > > >will see major changes in the lab before the end of the year. When they > > > >get > > > >rid of token ring who knows what goodies they will replace it with. It > > > >will > > > >take a while for the boot camps to adjust their programs to the new > >topics > > > > > > > >and the candidates that take the self study route will be searching for > > > >ways > > > >to cover the new material. There will be a big slow down for a while at > > > >that > > > >point. > > > > > > > > > > > >I guess my point is I do not see the value of the CCIE going the way of > > > >the > > > >microsoft certs. Thing will get better next year and the demand for > >CCIE's > > > > > > > >will raise. > > > > > > > >[snipped] > > > > > > > > > > > > > > > > > > > >Important: This e-mail is intended for the use of the addressee and > >may > > > >contain information that is confidential, commercially valuable or > >subject > > > >to legal or parliamentary privilege. If you are not the intended > >recipient > > > >you are notified that any review, re-transmission, disclosure, use or > > > >dissemination of this communication is strictly prohibited by several > > > >Commonwealth Acts of Parliament. If you have received this > >communication > > > >in > > > >error please notify the sender immediately and delete all copies of > >this > > > >transmission together with any attachments. > > >_________________________________________________________________ > > >Get your FREE download of MSN Explorer at > >http://explorer.msn.com/intl.asp. >_________________________________________________________________ >MSN Photos is the easiest way to share and print your photos: >http://photos.msn.com/support/worldwide.aspx Message Posted at: http://www.groupstudy.com/form/read.php?f=7&i=45250&t=40261 -------------------------------------------------- FAQ, list archives, and subscription info: http://www.groupstudy.com/list/cisco.html Report misconduct and Nondisclosure violations to [EMAIL PROTECTED]
