It is not just the HP-3Com deal that is worrying Cisco, the networking Goliath. In a recent analyst meeting, Cisco CEO John Chambers conceded that over the past 12 months, Cisco has lost market share in both routing and switching, its core franchises. In the niche area of application delivery controllers (ADC), F5 overtook Cisco in the second quarter while Alcatel-Lucent is poaching market share from Cisco in the edge router market. Let’s take a closer look at the changing dynamics in the networking sector.
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