Curious case of CRS-One

This morning, while going through an uncharacteristically bullish report on Cisco by FBR analyst Susan Kalla. She points out this was the quarter of jolly for the router giant and the company just took market share out of every competitor including Juniper. She points out, “Cisco’s service-provider growth was 15% sequentially, versus JNPR’s 10% growth sequentially. Routers for Cisco grew 12% sequentially, which showed a turnaround compared with a 5% sequential decline in fiscal 3Q04. Cisco recorded revenues from two accounts for its Huge Fast Router (CRS-1 which has 40 Gbt interfaces), but the revenue contribution was limited because of front-end-loaded discounts.” Question: Has CRS-One started shipping already? So two customers – i am assuming one is Sprint because they were jumping up and down the stage like a rally monkey when CRS-One was announced. But who is the other one, and has the product been working? How come Cisco did not put a press release about it?


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