Dell'Oro Group Releases 1Q98 Report; Shared Hub and LAN Switch
Market Grew 3 percent in 1Q98; Price Reductions in Ethernet
Switches, Growth in ATM - 08:58 a.m. May 26, 1998 Eastern
PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--May 26, 1998--
Total sales of Shared Hubs and LAN Switches grew 3 percent
($69 million), to $2.4 billion in 1Q98, according to the
Dell'Oro Group's 1Q98 report, published last week.
Port shipments grew 7 percent (1.7 million ports), to 28
million.
Dell'Oro Group indicates that price reductions on 100 Mbps
Layer 2 Ethernet Switches resulted in a contraction in Ethernet
Switch market sales. However, robust ATM demand, the launch
of Layer 3 Routing Switches and aggressive 100 Shared Hub
sales contributed to positive Q/Q growth.
Notable growth: Accton's sales in Layer 2 Ethernet Switches
grew 100% from less than $7M to over $13M. IBM more than
doubled sales of ATM Enterprise Switches, from $14M to over
$30M. 3Com's shipments of Shared 100 Hubs nearly tripled
from less than half a million to almost 2 million. Despite
a rough quarter overall, Bay Networks showed strength in the
emerging Layer 3 Ethernet Switch market, capturing 38% market
share -- driven by their Accelar switch.Market Leaders Shared Hubs and
LAN Switches
Total Market 4Q97 1Q98
MFG Revenue($M) $2,365.6 $2,380.5
Cisco $588.9 $741.1
3Com $372.1 $363.4
Bay Networks $389.5 $311.1
Cabletron $233.1 $212.9
FORE Systems $89.8 $95.0
Xylan $62.2 $74.1
IBM $59.5 $57.8
Allied Telesyn $42.6 $44.8
Accton $19.6 $43.7
Hewlett-Packard $43.7 $43.4
The Dell'Oro Group's Shared Hub and LAN Switch report
provides in-depth data and analysis of the Shared Hub and
LAN Switch markets. The report contains tables of data on
the performance of over 20 manufacturers.
The Dell'Oro Group is a research and consulting firm
specializing in business planning and strategic competitive
analysis in the networking industry.
Strange to see COMS, BAY, CS gain ground at CSCO's expense!
o~~~ O
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