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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.49+1.5%10:32 AM EST

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To: JakeStraw who wrote (58629)3/25/2002 12:45:16 PM
From: RetiredNow  Read Replies (1) of 77400
 
Cisco is kicking butt in the LAN Telephony market

Despite being a mere three years old, the LAN Telephony
market reached approximately one billion dollars in 2001,
with sales (tracked by stations and revenues) reaching
triple what they were the year prior, according to In-
Stat/MDR (http://www.instat.com). The high-tech market
research firm reports that, as large enterprises continue
to realize significant returns on investment, customers
become comfortable with the reliable transmission of voice
over an enterprise data network, and large manufacturers
like Cisco make the technology a priority, the market will
quadruple by 2006.

Considering the current state of the U.S. economy, and the
fact that the LAN Telephony market almost didn't exist as
little as three years ago, reaching the billion dollar
range, is a remarkable feat. In-Stat/MDR believes that LAN
Telephony will increasingly become the architecture of
choice and that the majority of new enterprise voice
installations will be on the LAN by 2004. As standards work
themselves out, applications are developed, and the market
continues to be educated about the benefits of LAN
Telephony, the market will continue to grow. According to
Strachman, 2001 was an incredible year for the LAN
Telephony market, and the coming years will see even
further success.

In-Stat/MDR also found that:

- Cisco, the vendor with the greatest market share in
2001, grew their sales by 140.9% in 2001 over 2000.
Cisco's sales in 2001 actually exceed the sales of the
entire market in 2000.

- In 2001, Nortel and Avaya, finally began shipping
products. By the end of the year, they controlled 40%
of the station market share.

- For most vendors, Q1 and Q2 of 2001 were quarters of
substantial growth in the LAN Telephony market. Though
many saw declines in Q3, vendors are again reporting
gains in Q4.

- The average number of stations per installation grew,
in 2001, to 67.5. This is almost double that of 2000
and indicates a trend of more confidence.

This Market Alert is drawn from the report, "LAN Telephony:
A Billion Dollar Market" (#IN020460CT), which examines the
LAN Telephony market, closely tracking the drivers of
enterprise voice products and delving into the strategies
of all of the leading vendors in the space. Market shares
and a 5-year revenue forecast are included. To purchase
this report, or for more information, please visit:
instat.com
or contact Matthew Woods at 617.630.2139;
mwoods@instat.com. The report price is $2,995 USD.
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