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Technology Stocks : Ascend Communications (ASND)
ASND 210.50+0.5%Nov 21 9:30 AM EST
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To: Tim Luke who wrote (57734)12/3/1998 10:01:00 AM
From: H.A.M.  Read Replies (3) of 61433
 
Dell'Oro Group 3Q98 Router & Remote Access Report

New Products Propel Router Market Sales

PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Dec. 3, 1998--Router sales grew $106 million Q/Q to $1.48 billion and Remote Access sales grew $45 million Q/Q to $616 million in 3Q98 -- 8 percent growth Q/Q for both markets, according to the Dell'Oro Group's 3Q98 report released in mid-November.

The Router & Remote Access markets have been flat since early 1997 due to products transitioning from data-only devices to multi-service voice and data devices.

Market Leaders - Routers
Total Market 2Q98 3Q98
MFG Revenue ($M) $1,372 $1,478

Cisco $895 $991
Nortel/Bay $48 $59
3Com $50 $41
IBM $33 $40
Motorola $34 $31
AVM $27 $27
Ascend $18 $23
Cabletron $12 $13

Market Leaders - Remote Access
Total Market 2Q98 3Q98
MFG Revenue ($M) $571 $616

Ascend $138 $175
Cisco $143(a) $169(a)
3Com $158 $151
Lucent $21 $27
Nortel/Bay $29 $24
Shiva $24 $20

(a) Cisco reports approximately $30 million of their router revenue in the Remote Access market.

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.

biz.yahoo.com
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