hmmmmm!!!!
DSL Equipment Sales Soar with Service Provider Price Cuts According to a Dell'Oro Group Report; Alcatel Continues to Dominate the DSL Market with 30% Market Share
PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Feb. 22, 2000--The DSL
Market continued to show impressive growth in 4Q99 growing 41% quarter
over quarter to $536M, according to a recently published Dell'Oro
Group Report.
Propelling the growth in 4Q were the DSL Service Providers who
began to engage in market penetration pricing tactics. "Many of these
service providers missed the groundswell of Internet subscriptions
during the mid-90's, and they plan to lead the migration to high-speed
Internet services," says Tam Dell'Oro, founder of Dell'Oro Group.
"With aggressive pricing tactics, DSL service providers can lure tens
of millions of new DSL subscribers during 2000."
Benefiting from the strong growth in the DSL market were
equipment manufacturers like Alcatel, Cisco and Lucent. Other
companies showing significant growth in 4Q were Efficient Networks,
Nortel, and Copper Mountain. There is no doubt that this technology
segment holds the promise of delivering significant gains for Service
Providers and Equipment Manufacturers alike, the question is whether
or not they can keep up with and fulfill demand.
Market Leaders -- DSL
(Access Concentrator and Client Modem)
Quarterly
Total Market 4Q99 Growth
MFG Revenue ($M) -- DSL $536 + 41%
Vendor -- DSL Rank Growth
Alcatel 1 + 30%
Cisco 2 + 16%
Lucent 3 + 50%
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The Dell'Oro Group's Routers, Access & Voice report provides
in-depth data and analysis on the following technologies: Legacy
Routers (data capable), Access Routers (voice and data capable),
Access Concentrators (Central Office Equipment for Modem/ISDN, Cable
Modem and DSL), and Client Modems (Customer Premise Equipment for
Cable and DSL). The report tracks market shares for approximately 25
vendors in terms of revenues, ports shipped and ASPs.
The Dell'Oro Group is a research and consulting firm specializing
in business planning and strategic competitive analysis in the
networking industry.
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