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Technology Stocks : Vitesse Semiconductor

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To: Marshall who wrote (108)3/29/1996 10:21:00 PM
From: Marshall   of 4710
 
Looks like this may include a little of us as well:

Subject: $5 Billion Fiber-Optic, Opto-Electronic Equipment Market Opportunity
Projected
Posted: Fri, 29 Mar 1996 3:20:55 PST

$5 Billion Fiber-Optic, Opto-Electronic Equipment Market Opportunity Projected
----------------------------------------------------- PALO ALTO,
Calif.--(BUSINESS WIRE)--March 29, 1996--Alcatel, AMPS, ATx, Ciena,
Hewlett-Packard, IBM, Italtel-Siemens, Lucent Technologies, NEC, Northern Telecom,
Samsung, and others plan to compete aggressively for an emerging $5 billion
opto-electronic equipment opportunity, according to "HIGH-SPEED OPTO-ELECTRONIC
EQUIPMENT MARKETS: A STRATEGIC ASSESSMENT," a new study by Killen & Associates.

"There is an impending global requirement to upgrade and extend fiber-optic
networks," said Karl Duffy, head of Killen's Telecommunications practice. "This
creates an almost immediate need for $5 billion worth of equipment -- amplifiers,
transceivers, receivers, transponders, multiplexers, and transmitters."

In the coming months, telephone companies, cable companies, utilities, and
municipal governments need to expand and upgrade their fiber-optic networks to
meet competitive threats and to offer new revenue-generating services such as
multimedia, two-way interactive, high-speed, and video services.

"Not all suppliers will be successful in their bids to meet customers' requirements,"
continued Duffy. "The market is developing quickly and success turns on both
timing and direction. Competitors must see the larger picture to know when and
how to act."

The study's highlights include:

1. A global forecast for each major equipment product category and generic
application in the North American, European, and Asian markets.

2. Profiles of key equipment suppliers, a review of their product lines and
manufacturing alliances, and an evaluation of the strengths and weaknesses
of their marketing and distribution strategies.

3. Customer profiles that help elucidate the strategic ramifications of each
operator's choice of standards.

The study will help telecommunications equipment manufacturers and suppliers
to better understand the changing directions/needs of customers, to evaluate
the strengths and weaknesses in competitors' product lines as well as their
own, and to size and seize the new market opportunities.

Telecommunications carriers, utilities, CATV operators, government groups,
and others who plan to construct and/or operate high-speed fiber-optic networks
will gain insights into new product technology trends and availability, supplier
characteristics, and implementation time frames.

The research company has scheduled this study for delivery in early May 1996.
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