U.S. National ISP Network Equipment Expenditures
to Reach $3 Billion by 2000
SAN JOSE, Calif.--(BUSINESS WIRE)--Oct. 2,
1998--Infonetics Research, Inc. today announced that
emerging technologies such as VPNs (virtual private
networks) and voice-over IP are substantially
contributing to the growing bandwidth demands
among National ISPs (Internet service providers).
National ISPs represent a significant portion of the
playing field in which new WAN technologies are
developed and deployed, and will buy whatever
equipment is available to increase backbone
capacity. National ISPs provide a huge opportunity
for network equipment manufacturers -- Infonetics
Research forecasts equipment expenditures to grow
about 100%, from $1.5 billion to $3 billion between
1998 and 2000.
National ISPs fall into four categories, depending on
their size and specialties: Comprehensive Nationals
have hundreds of POPs and all the capabilities of a
full ISP, and they sell dial access and ports to other
ISPs; Backbone Nationals have fewer than 100 POPs,
they may offer fewer services than the
Comprehensive Nationals do, and they don't sell
access or ports to other ISPs; Bandwidth Provider
Nationals sell their big pipe capacity to businesses
and other ISPs for server and equipment co-location;
Retail Nationals lease most of their networking
infrastructure from other ISPs and Telcos.
Service offerings play a big part in this competitive
market space. One such growth area is telephony.
ISP-dependent telephony is telephone service
delivered over IP networks and managed by the ISP.
"Voice over IP, once a question of if, has now
become a question of when," noted Greg Howard,
director of Service Provider Programs. "Nationals will
play a key role in providing advanced services such
as IP telephony." Over half of our respondents will
offer ISP-dependent IP telephony by next year.
The National ISP Opportunity 1998 explores the
current National ISP market at length, including
operations, network management, service offerings,
customer accounts, strategies and challenges,
product market forecasts, and much more. The study
comprises over 150 pages and 70 exhibits.
This study is one of a five-part service, The ISP
Opportunity Annual Service 1998, which covers
Local/Regional, CLEC, Cable Operator, National, and
Telco ISPs. For information on purchasing this
valuable study, please contact Larry Howard at
Infonetics Research, at 408/298-7999, ext. 225 or
e-mail him at larry@infonetics.com.
THIS SHOULD BE POSITIVE FOR ASND.
NO MATTER WHAT HAPPENS TO ANYBODY. INTERNET WILL KEEP GROWING. ONCE CRITICAL MASS IS ATTAINED. IT WILL TAKE OFF AND CARRY THE ECONOMY BY ITSELF ALONG WITH ASND/CSCO/LU and many other small boats.
Forget about what this Hedge fund and that fund is doing. Focus on future, it looks very clear.
Good luck
BR
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