Research findings differ as to who has the ATM WAN sector "sewn up." I frankly don't
think anyone can claim total dominance and if they do, they should take a page out of
Andy Grove's book and tape it to their mirror.
Pat,
Research findings differ because it depends on which ATM WAN market you're talking about. Are you including ATM concentrators? Are you talking about the enterprise market or service provider market or both?
International Data Corporation (IDC) reports that Newbridge
continued to lead the market in ATM Edge/Enterprise Switch
revenues worldwide with 27.5 percent market share, a one
percent gain over 1996.
A one percent gain over 1996? Impressive. Must be a 1997 report, which is old and dated information. This is relevant because...
IDC forecasts that the ATM Edge/Enterprise segment of the
market will grow from $1.44 billion in 1997 to $4.91 billion
in 2002.
Haha!! I don't agree at all. I think if you asked IDC today, they would retract this statement. The ATM enterprise market likely did not grow at all from 1997 to 1998, and may have shrunk. IP, not ATM is taking over the enterprise networking market. That is probably one reason why Newbridge is having problems. Stock down from the 40's & 50's to the teens today. Missed expectations.
ATM is now a carrier technology, and that is why Ascend is having such a good time.
I work for a very large corporation, so I should know about the enterprise market. Two years ago, we thought we'd be deploying ATM by now, but now that has completely changed. Cisco grabbed us by the balls, and we are 100% IP now. Yes, some of our IP is carried by Ascend ATM, but that is all carrier infrastructure. We don't own any of those switches.
bucky89 |
