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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.11+0.9%Nov 21 9:30 AM EST

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To: Eric who wrote (12787)3/3/1998 1:33:00 PM
From: sepku  Read Replies (1) of 77400
 
Forwarding Dell'Oro data:
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Dell'Oro Group 4Q97 Router & Remote Access Report; SOHO Market
Shows Strongest Growth in 1997 with Cisco, AVM, and Ascend Leading


Business Wire - March 02, 1998 09:21

%DELLORO-GROUP %CALIFORNIA %COMPUTERS %ELECTRONICS %COMED %TELECOMMUNICATIONS %INTERACTIVE
%MULTIMEDIA %INTERNET V%BW P%BW

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PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--March 2, 1998--Router sales grew 15 percent over 1996 to $5.2
billion, and Remote Access sales grew 23 percent to $2.2 billion. Router market growth came primarily from the lower end,
and in particular ISDN Dial-up SOHO routers which increased 46 percent over 1996. The Dell'Oro Group believes SOHO
router demand represents small businesses connecting to the Internet and should become an area of significant growth in the
future. Cisco leads the SOHO market with 32 percent share of sales, followed by AVM and Ascend with 19 and 9 percent
share of sales respectively. On the contrary, Remote Access sales came primarily from high-end Access Concentrators where
revenue increased by 48 percent. Overall market leaders in Routers and Remote Access are listed below:

Router and Remote Access Market Leaders, 1997
Manufacturers Revenue and Market Share

Router Market
Cisco $3,284.2 64%
Bay Networks $534.6 10%
3Com $203.1 4%
IBM $121.7 2%
Motorola $112.1 2%

Remote Access Market
3Com $753.3 34%
Ascend $610.5 27%
Cisco $390.7 18%
Shiva $105.9 5%
Livingston $76.4 3%

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.

CONTACT: Cell'Oro Group
Catherine Maxwell, 650/529-2787 ext. 228
www.delloro.com
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