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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.001300.0%Nov 7 11:47 AM EST

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To: David Lawrence who wrote (10967)12/22/1997 11:42:00 AM
From: Moonray  Read Replies (1) of 22053
 
Dell'Oro Group Projects Chinese Ethernet Hub & Switch and ATM
Market Overtaking Japan's in Near Future
09:01 a.m. Dec 22, 1997 Eastern

PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Dec. 22, 1997--

China Sees Continued Growth in Ethernet (EN) LAN Switches: 3Com,

Cisco & Bay Lead

The Dell'Oro Group's 3Q97 Asia/Pacific Region Shared Hub & LAN Switch report reveals high
quarter-to-quarter growth in 100 Mbps Shared EN Hubs (+29%) and 100 Mbps Switched EN
(+100%), but moderate growth in 100+ Mbps ATM (+4%). 3Q97 Asia/Pacific market share
leaders for high speed networking equipment are:

Market 100 Mbps 100 Mbps 100+ Mbps
Share Position Shared EN Switched EN ATM

No. 1 3Com Bay Bay

No. 2 Intel 3Com Cisco

No. 3 Bay Cisco Xylan

In the 100 Mbps Shared EN market, 3Com and Bay gained ground; Allied Telesis and Accton
retreated. In both the 100 Mbps Switched EN and 100+ Mbps ATM markets, Bay surpassed
Cisco and regained the no. 1 position during 3Q97.

Although 10 Mbps Shared EN Hubs represent a majority of the total port shipments into the Asia
Pacific region, its portion of overall ports shipped continues to decline: 1Q97 = 77%, 2Q97 =
71%, 3Q97 = 64%. The adoption rate of new, high speed technologies is greater in Asia than it
is in North America and Europe.

The Dell'Oro Group is a research and consulting firm that specializes in business planning and
strategic competitive analysis in the networking industry. The firm's quarterly Asia/Pacific report
provides in-depth data and analysis of the market's vendors, countries, and technologies.
Vendors include 15 Asian and North American firms; countries include Australia, China, Japan,
Korea, Malaysia, and Singapore. Technologies include Shared EN, Switched EN, and ATM.
(See also: businesswire.com)

You can stuff that......... Ahhh sigh, down to 10 expected.<g>

o~~~ O
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