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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (1520)	12/3/1998 11:13:00 AM
From: Kenneth E. Phillipps	Read Replies (1) of 14638

Router Sales Flat in 3Qtr 98 because of transition to multi voice and data devices. IMO, this trend favors Nortel. Dell'Oro Group 3Q98 Router & Remote Access Report; New Products Propel Router Market Sales " Business Wire - December 03, 1998 08:28 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. CONTACT: Dell'Oro Group, Inc., Portola Valley Tobb Dell'Oro, 650/529-2787 ext. 227 www.delloro.com Previous Story More Headlines %DELLORO-GROUP %CALIFORNIA %COMPUTERS %ELECTRONICS %COMED %TELECOMMUNICATIONS %EARNINGS V%BW P%BW

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