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To: Paul Lee who wrote (9211)11/17/2000 8:05:48 AM
From: Thai Chung   of 9236
 
Friday November 17, 7:46 am Eastern Time
biz.yahoo.com

Press Release

DSL -- Access Concentrator Market Grows 46% in 3Q00

DSL -- CPE Market Grows 7% in 3Q00

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Nov. 17, 2000--Dell'Oro Group reports that in 3Q00, revenue for the DSL Market(Access
Concentrators and CPE) grew 32% Q/Q to $1.3 Billion. Alcatel continues to dominate the DSL -- Access Concentrator market with double the revenue
of its nearest competitor. In the DSL -- Customer Premise Equipment Market, companies showing strong Q/Q growth were Orckit and 3Com with
157% and 58% growth respectively.

-0-

3Q00 Market Leaders

-------------------------------- --------------------------------
DSL -- Access Concentrator Market DSL -- Customer Premise Equipment

Quarterly Quarterly
Total Market 3Q00 Growth Total Market 3Q00 Growth
------------ ---- ------ ------------ ---- ------
MFG Revenue ($M) $919 +46% MFG Revenue ($M) $397 7%

Vendor Rank Growth Vendor Rank Growth
------ ---- ------ ------ ---- ------
Alcatel 1 +45% Efficient 1 +13%
Lucent 2 +141% Alcatel 2 +43%
Cisco 3 +77% Westell 3 -20%
Copper Mountain 4 +16% 3Com 4 +58%
Nortel 5 +114% Orckit 5 +157%
--------------------------------- --------------------------------

About the Report

The Dell'Oro Group's Routers, Access & Voice report provides in-depth data and analysis on the following technologies: Legacy Routers (High End,
Low End,SOHO), Voice & Data Routers (Midrange, Low End), Access Concentrators (Voice Gateways, Modem, Cable Modem, DSL), and Customer
Premise Equipment(Cable, DSL-Voice and Data, DSL-Data). The report focuses on detailed quarterly analysis of market size, market share, port/unit
shipments and average selling
prices as it pertains to markets and vendors.
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