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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (7218)6/6/2000 9:42:00 AM
From: MikeM54321  Read Replies (1) of 12823
 
Re: Service Provider Access Spending Stats- Edge and Core(?)

Thread- In a related post, comes these figures from the other end of access spending. REAL figures from the service providers(SP) who do the actual purchasing of the equipment I just broke out in my previous post.

The only confusing part about this, is Infonetics definition of of "Core." It doesn't mean core as we commonly use it. I'm guessing it means the equipment it takes to dump traffic onto the metro rings. But it's only my guess. I consider this somewhat access equipment because it's positioned right at the edge of access networks. At least that's the way I understand it to mean in this case.

Anyway, it's an interesting article because it gives an overview of the broadband equipment and players. And here's an interesting set of stats from the same report:

1Q00 DSLAM Market Share(Worldwide)
1. Alcatel 27%
2. Cisco 22%
3. Other 19%
4. Lucent 13%
5. Copper Mountain 8%
6. Nokia 6%
7. Orckit 5%

-MikeM(From Florida)

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Service Provider Core and Edge Hardware Market Hits $2.76 Billion in 1Q00

SAN JOSE, Calif.--May 22, 2000--Worldwide revenues for service provider core and edge hardware totaled $2.76 billion in 1Q00 and are forecasted to reach $13.9 billion by the end of 2000, according to Infonetics Research's quarterly worldwide market share and forecast service, "Service Provider Core and Edge Hardware."

"The DSLAM market grew much faster than expected in 1Q00: revenues jumped by over 50% from 4Q99," said analyst Kevin Mitchell of Infonetics Research. "Service providers are deploying DSLAMs as fast as they can to meet the pent-up subscriber demand. This growth in DSL, along with cable and other broadband technologies, will help fuel the growth of other equipment like voice over broadband gateways and subscriber management routers. In fact, we forecast that voice over broadband gateway revenues will grow by 853% this year."

"Service Provider Core and Edge Hardware" forecasts the market for voice/data switches, voice over broadband gateways, ATM edge switches, multiservice edge/aggregation routers, subscriber management routers, IP services routers, DSLAMs, cable modem access concentrators, ATM core switches, and IP/multiservice core routers.

First quarter delivery of this service includes 1999 market size totals as well as 4Q99 and 1Q00 market size and market share data. Companies tracked in this service include 3Com, Accelerated Networks, AccessLAN Communications, Alcatel, Avici, Cisco, Com21, Convergent Networks, CopperCom, Copper Mountain, CoSine, ECI Telecom, Ericsson, Fujitsu, Jetstream, Juniper, Lucent, Marconi, Motorola, NEC, Newbridge, Nokia, Nortel Networks, Orckit, Paradyne, Redback Networks, Siemens, Spring Tide, Sonus Networks, Tellabs, Terayon, and others.

"Service Provider Core and Edge Hardware" helps companies understand the size of the market, how it's growing, and who's leading in the various segments of the market. The quarterly service, delivered electronically, provides worldwide market share data and shipment and forecast data divided by North America, EMEA, Asia Pacific, and the rest of the world.
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