The MSC120 Cisco router will boast 120Gbps per slot, according to a bulletin issued over the weekend from Oppenheimer & Co., which will overtake the single-unit throughput of Juniper's 100Gbps-per-slot T1600 and represent the "first major upgrade" to the CRS-1. Oppenheimer expects Cisco to unveil the MSC120 over the next month but that ASIC issues may push out delivery for another year or more.
"We believe Cisco has recently discovered issues with the supporting ASIC design, which could require a material redesign of the platform,"states Oppenheimer analyst Ittai Kidron in his bulletin. "This could delay product availability until mid-2011."
Cisco was not immediately available to comment on the MSC120.
Oppenheimer believes Cisco was to employ a three-chipset ASIC switching fabric architecture but that it recently discovered design faults requiring a redesign.
The delay might not open much of an opportunity for competitors, Kidron notes, because the company has faced similar issues in the past -- Oppenheimer believes Cisco had the same challenges with the ASR 9000 -- but managed to eventually address them.
"While delays of such magnitude are not positive, we believe they will have little to no impact on Cisco's financial performance," Kidron states in his bulletin. "Most of the core network vendor decisions have already been made and displacements are very rare. We don't expect Cisco to lose material business."
Oppenheimer estimates the MSC120 will support 12 to 24 slots with total throughput exceeding 2Tbps. It is unclear how the MSC120 will scale in large configurations though, Kidron notes -- the T1600 can scale to over 25Tbps using the TX Matrix Plus router interconnect.
Kidron does not see any major shakeup in router market share with the advent of the MSC120. The firm expects Cisco to retain its 60% share and Juniper its 33%.
Follow Jim Duffy on Twitter: Jim_Duffy@twitter.com
- 15 Non-Certified IT Skills Growing in Demand
- How 19 Tech Titans Target Healthcare
- Twitter Suffering From Growing Pains (and Facebook Comparisons)
- Agile Comes to Data Integration
- Slideshow: 7 security mistakes people make with their mobile device
- iOS vs. Android: Which is more secure?
- 11 sure signs you've been hacked
- What Datapipe customers need to know about the new PCI DSS 3.0 compliance standard This handy quick reference outlines what PCI DSS 3.0 is, who needs to be compliant and how Alert Logic solutions address the new...
- Defense Throughout the Vulnerability Life Cycle This whitepaper provides insight into how to leverage threat and log management technologies to protect your IT assets throughout their vulnerability life cycle.
- The Critical Role of Support in Your Enterprise Mobility Management Strategy Most business leaders underestimate the importance of tech support when they choose an EMM solution. Here's what to put on your checklist.
- Separating Work and Personal at the Platform Level: How BlackBerry Balance Works BlackBerry® Balance™ separates work from personal on the same mobile device, right at a platform level. Find out how it can work for...
- Live Webcast Best Practices for the Hyperconverged Enterprise Network To the Age of Constant Connectivity and Information overload
- Getting Ready for BlackBerry Enterprise Service 10.2 Find out how BlackBerry® Enterprise Service 10 helps organizations address the full spectrum of EMM challenges, while balancing the needs of both the...
- Containerization Options: How to Choose the Best DLP Solution for Your Organization This webcast outlines a framework for making the right choice when it comes to containerization approaches, along with the pros and cons of... All Networking White Papers | Webcasts