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Technology Stocks : Newbridge Networks
NN 12.79+0.5%10:50 AM EST

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To: gfr fan who wrote (6823)10/3/1998 6:38:00 PM
From: Doug  Read Replies (1) of 18016
 
gfrfan: ASND's Leadership in respect of WAN Frame & ATM switches and Gateways for VOIP,Voice over Frame and Voice over ATM may well be correct. I will also concede that this segment is growing the fastest.

However, it is quite different in case of ATM Carrier Switches. Based on last years data. NN had 36% whilst ASND had 5.3% of the global market.

As for Ascend Market Leadership, the following extract may be relevant:

World-class carrier and ISP networks depend on Ascend's extensive experience to grow public network facilities. With more than 3,500,000 access concentrator ports at ISP, carrier and corporate
enterprise sites worldwide, Ascend equipment is used by the leading international post telegraph and telephone companies to offer Internet access. The MAX WAN access switch family accounts for 50.6 percent of the worldwide market share in access concentrator analog ports, 62.2 percent of access concentrator ISDN PRI ports and 33.6 percent of access concentrator T1 DSOs2 Ascend equipment supports more than 30 million Internet connections daily.

Ascend is also the number one provider of Frame Relay and ATM equipment to ISPs world wide, with 42 percent of Frame relay WAN switch connections, and 23 percent of ATM WAN switch connections.3 Over 50,000 MAX, and 10,000 MAX TNT access concentrators have been deployed in ISPs and carriers worldwide. Vertical Systems cites Ascend as the leading provider of Frame Relay equipment to the carrier market, with 21.6 percent share 4.

Source: Q2 1997 Dell'Oro Report
Source: August 1997, Infonetics Research
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