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To: DMaA who wrote (33202)	8/24/1999 12:36:00 PM
From: Moonray	Read Replies (2) \| Respond to of 45548

Dell'Oro Group Releases 2Q99 Report Router and Remote Access Market Grew 8% in 2Q99 - BUSINESS WIRE, 08:03 a.m. Aug 24, 1999 Eastern DSLAM Sales from Alcatel, Cisco, Copper Mountain and Lucent (Ascend) Drive Growth PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Aug. 24, 1999-- Total sales of Routers and Remote Access devices grew 8% ($204 million), to $2.8 billion in 2Q99, according to Dell'Oro Group's 2Q99 report, published last week. Access Concentrator Market sales increased to $921M, up 22% sequentially. The gain came mostly from Access Concentrators whose predominant technology supports DSL Subscribers. Although unit shipments of DSLAMs were up sharply quarter over quarter, the number of subscriber line ports shipped with each unit declined relative to prior quarters. Market Leaders - Routers & Remote Access Quarterly Total Market 2Q99 Growth ------------- ---- ------ MFG Revenue ($M) - Routers $ 1,077 - 3% MFG Revenue ($M) - Access Routers $ 566 + 17% MFG Revenue ($M) - Remote Access $ 1,113 + 25% Vendor - Routers Rank Growth ----------------- ---- ------ Cisco 1 - 3% Nortel 2 + 1% 3Com 3 - 1% Vendor - Access Routers Rank Growth ------------------------ ---- ------ Cisco 1 + 1% Nortel 2 + 11% Motorola 3 + 16% Vendor - Remote Access Rank Growth ----------------------- ---- ------ Cisco 1 + 48% Lucent (Ascend) 2 - 13% 3Com 3 + 26% The Dell'Oro Group's Router and Remote Access report provides in-depth data and analysis of the Router and Remote Access markets. The report contains hundreds of tables of data on the performance of approximately 25 manufacturers. In addition to covering Routers and legacy Remote Access devices, the report now includes coverage on Cable Modems and Digital Subscriber Loop (DSL). The Dell'Oro Group is a research and consulting firm specializing in business planning and strategic competitive analysis in the networking industry. Copyright 1999, Business Wire o~~~ O