COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Pullin-GS who wrote (9788)	11/26/1997 11:24:00 AM
From: Moonray	of 22053

Dell'Oro Group 3Q97 Router & Remote Access Report; Softness in High End and Midrange Routers; Access Concentrator Market Contracts for the First Time PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Nov. 25, 1997--Router sales grew at a sluggish 5 percent over the second quarter to $1.3 billion while Remote Access sales were flat at $600 million. Low End Routers and FRADs experienced the highest growth, each segment increasing 15 percent over the previous quarter. Access Concentrator revenues declined for the first time by 3 percent, while Access Servers recovered, growing by 12 percent. The net effect was flat quarter-to-quarter revenue growth for the Remote Access market. Overall market leaders are listed below ( ) indicates a decrease: Router and Remote Access Market Leaders $M Q/Q Manufacturers Revenue Growth% Router Market Cisco $838.1 6% Bay Networks $132.4 6% 3Com $52.1 (8%) Motorola $30.6 8% IBM $30.5 (3%) Remote Access Market 3Com $221.3 21% Ascend $136.2 (22%) Cisco $100.3 8% Shiva $25.3 (12%) Livingston $18.2 (13%) "3Com's strong performance primarily came from Access Servers, with 34 percent growth and Access Concentrators with 25 percent growth over last quarter," said Denise Barton, Director, Internet Infrastructure at the Dell'Oro Group. "In addition to a substantial lead in Routers, Cisco continues to gain ground in Remote Access, where they grew by a healthy 8 percent." The Dell'Oro Group's Routers and Remote Access report provides in-depth data and analysis of the Router and Remote Access markets. Available to clients this week on www.delloro.com, the report contains tables of data on the performance of over 30 manufacturers. The Dell'Oro Group is a research and consulting firm that specializes in business planning and strategic competitive analysis in the networking industry. (See also: businesswire.com) o~~~ O

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