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Technology Stocks : TranSwitch Corp: Will they get Zenith Business?

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To: Don Ying who wrote (98)12/19/1996 11:15:00 AM
From: Carey Thompson   of 669
 
Here is some information I got earlier this year that will be of

assistance in quantifying the future market for ATM 25mps ports and

cards.

Jan 1996 - Projected Market for 25mps ATM fr " The Desktop ATM 25 Alliance"

TIMELINE OF EVENTS:

August 1994 Desktop ATM 25 Alliance Formed
October 1994 Memo of intentions forwarded to ATM Forum
December 1994 Preliminary 25 Mbps specification draft submitted to ATM

Feb 1995 Draft formally submitted and accepted as basis for development work

Apr 1995 ATM Forum Physical Layer Working Group agrees to forward spec to members for vote

Jun 1995 Final specification submitted to ATM Forum for full membership vote

Aug 1995 ATM 25 Mbps specification accepted
Nov 1995 ATM Forum formally announces acceptance

PROJECTED MARKET

PC ATM 25 Network Interface Cards ATM 25 PORTS
Shipments (000s of Units) Shipments (000s of Units)
1995 36.4 1995 45.5
1996 78.4 1996 98.0
1997 352.0 1997 440.0
1998 672.0 1998 840.0
1999 1,108.8 1999 1,386.0 Source: Dataquest
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