Message 12774483
To: Will Tally (1109 )
From: pat mudge Friday, Feb 4 2000 2:58AM ET
Reply # of 1111
Nortel's OC-192 makes the news:
DWDM-Long Haul Terrestrial Market Grew 21% in 3Q99 According to Dell'Oro Group; Lucent and Nortel Continue to Dominate the DWDM Market
PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Feb. 3, 2000--The DWDM-Long Haul Terrestrial Market Grew 21% ($981 M) in 3Q99 with Lucent and Nortel taking the lead according to a Dell'Oro Group Report published earlier this month.
Lucent continued to have success with the WaveStar 40G holding 41% market share. Nortel took a close second with the S/DMS Transport Node holding 33% of the market.
The DWDM Long Haul Terrestrial Market, through 3Q99 has been largely comprised of OC-48 capacity multiplexers with 80% of the wavelength shipments being OC-48. However, the high user demand for OC-192 is bolstering OC-192 wavelength growth to twice the rate of OC-48.
Until 3Q99, Nortel was the only manufacturer with widespread availability of OC-192 DWDM. During 4Q99 additional manufacturers began selling their OC-192 DWDM products (e.g. Lucent's 400G, Alcatel's 1640 DADM), and we expect OC-192 growth to accelerate during 2000.
Market Leaders
DWDM-Long Haul Terrestrial
Quarterly
Total Market 3Q99 Growth
------------ ---- ---------
MFG Revenue ($M) $981 + 21%
Vendor Rank Growth
------ ---- ------
Lucent 1 +20%
Nortel 2 +34%
Ciena 3 +10%
Alcatel 4 +5%
Pirelli 5 +18%
Dell'Oro Group's WAN Report tracks Multiservice WAN Switch-Core & Edge, WAN Routers, DWDM, and SONET. The report reflects worldwide data on revenue, unit/port shipments, and pricing on a vendor-by-vendor basis. The Dell'Oro Group is a research and consulting firm specializing in business planning and strategic competitive analysis in the networking industry.
CONTACT: Dell'Oro Group
Karolin Di Cristina, 650/529-2787 ext. 223
www.delloro.com
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