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Technology Stocks : Ascend Communications (ASND)
ASND 216.57+5.9%Nov 17 3:59 PM EST
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To: pat mudge who wrote (55675)10/9/1998 2:05:00 PM
From: Techwatch  Read Replies (1) of 61433
 
Pat, some clarification on NN market share claims. Take a close look at the data within their press release:

The time frame of the market data referenced is for 1997....is it close to being obsolete?

What is the ATM market segmentation of this market data? It combines Service Provider, Enterprise and LAN segments. This does not provide any insight into how well or poorly NN is doing specifically in the Service Provider space where Ascend competes in.

The data is based on enduser revenue not manufacturer revenue. Enduser revenue allows for a "mark-up" associated with shipments through indirect channels. Market sizing firms that report on enduser revenue do not give the same "mark-up" to each vendor. I am assuming that since NN sells more through indirect channels than Ascend does then NN gets a high mark-up. Reporting on enduser revenue may not be a true measurement of what the "manufacturer" sold.

IDC and Dataquest will not have 1998 data for quite a while. For current market share I would suggest looking at 1998 data that is available from Cahners, Dell'oro and Vertical Systems...or whoever else you think is credible. Be sure to verify the time frame, how the data is segmented and how it is reported (enduser vs manufacturer). To get a historic perspective and a sense of which vendors are gaining ATM market share in the Service Provider space compare their 1998 data to their 1997 data.

Tell us what you find.

Best wishes....
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