Mr.Fun,is this your idea to make "argument" with false numbers. NN margins were in Q3 58.3% , not 52.
<OK you got me on the last couple quarters WAN packet sequential growth - I was off site, so sue me.>
What is this. We are talking about market shares, and for you it is just
small difference that sequential growth was in 15% range not 7%,as you incorrectly claimed.
BTW,if you do not know WAN packet involved no only ATM but olso IP.
In additional to products company sales services and each growth with
different rate.So growth of ATM will never be the same as packet.
Take ASND, core (FR and ATM) were sequentially flat(Q3 98), 25%(Q4 98)
and 3%(Q1 99)
As for market shares it is you word vs.Yankee Group,Dataquest,Vertical Systems Group
Newbridge Leads Global ATM Market
Newbridge Captures 26 Percent of $1.5
Billion ATM Market
The Yankee Group is the latest research company to confirm that
Newbridge continues to lead the overall asynchronous transfer mode
(ATM) wide area network (WAN) switching market. In its recently
published 1999 ATM WAN Switch Market Analysis report, the
Yankee Group estimates Newbridge captured 26 percent of the $1.5
billion ATM WAN switching market in 1998.
The research findings also project significant growth for ATM WAN
switches over the next five years, with the overall market
experiencing a compound annual growth rate of 36 percent, resulting in the market reaching approximately $7 billion by
2003. Within this market, core switches and service switches are expected to experience compound annual growth
rates of 52 percent and 34 percent respectively.
The Yankee Group attributes this growth to several industry trends, most notably the convergence of voice and data
technologies. According to the Yankee Group, in order to be competitive in 1999 and beyond, service switches must
contain enhanced voice capabilities.
Earlier this month, Newbridge Networks took the lead by developing a networking solution that will accelerate the
convergence of voice and data services over an integrated, flexible broadband network architecture when it joined
TeleHub Technologies Corporation (TTC) and created TeraBridge Technologies. The venture is designed to develop
scalable, flexible broadband network solutions for both established and next generation carriers.
"Actually delivering a full-featured multiservice switch that provides toll-quality voice and
implements all ATM classes of service will certainly be a key differentiator for success in the
market," said Jennifer M. Pigg, Senior Vice President, the Yankee Group. "The leading-edge,
targeted solutions being developed by Newbridge, as well as the Company's renewed focus on its
core product line, will enable Newbridge to remain a strong global leader in the growing ATM
market."
As voice and data convergence becomes a reality, the Yankee Group believes carriers will upgrade their networks to
accommodate voice over ATM and Internet protocol (IP) networks.
Several leading research firms concur that the Company's leadership in the global ATM market can be attributed to
the Newbridge portfolio of products, which include the industry's largest selling ATM switch, the MainStreetXpress
36170 Multiservices switch. The Company continues to evolve the MainStreetXpress 36170 Switch to meet the
present and future needs of more than 325 service provider customers worldwide.
The MainStreetXpress 36170 Multiservices Switch offers a broad range of interfaces and service offerings including
native cell relay, frame relay, advanced private line, local area network (LAN) internetworking, IP and integral
broadband wireless.
Newbridge Networks' leadership position in the global ATM market has been recently confirmed by the following major
research firms:
International Data Corporation confirmed in its ATM and Frame Relay Switching Market Review and
Forecast, 1997-2002, that Newbridge continues to lead the worldwide market for ATM edge and enterprise
switches with 27.5 percent market share.
Dataquest, a Gartner Group Company, in its 1998 North American WAN Market Share and Forecast
report, identified Newbridge Networks as the leader in revenues and shipments of ATM backbone switches in
North America, with a 34.4 per cent market share.
Earlier this year, Dataquest also confirmed that Newbridge leads the ATM and frame relay WAN market in
Central and Eastern Europe, with a 46 percent market share in the ATM market and a 29 percent share in
the frame relay market.
Dataquest also confirmed earlier this year that Newbridge leads the multiservice ATM and frame relay
WAN switching market in Europe overall with a 27.5 percent market share.
Vertical Systems Group confirmed in a report that Newbridge is the global market share leader in
delivering ATM solutions for carriers and Internet service providers (ISPs) with 22.3 percent market share.
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