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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Lee who wrote (5162)	3/27/2000 8:14:00 AM
From: Paul Lee	Respond to of 14638

Multiservice WAN Switch and WAN Router Market Grows 22% in 4Q99 According to Dell'Oro Group; Cisco, Juniper, Lucent and Nortel are Driving the Growth in These Markets PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--March 27, 2000-- Multiservice WAN Switch and WAN Router markets grew 22% Q/Q in 4Q99, according to the Dell'Oro Group's WAN Report published earlier this month. In the Multiservice WAN Switch Market, Lucent continues to lead the pack showing strong growth in 4Q99 with the CBX500. Nortel is not far behind and has posted significant growth with the Passport series of products, in particular the 40-Gigabit Passport 15000. In the WAN Router market, Cisco and Juniper continue to outpace other competitors. Due to the difficulty in developing routing code, they have been able to capitalize on a growing market with little competition. "The interesting facet of these markets have been the interfaces shipping in the boxes", says Tam Dell'Oro, Founder of Dell'Oro Group. "While Marketing Managers talk of the availability high speed OC-48 and OC-192 interfaces, it is the low speed interfaces that comprise the bulk of the shipments." On WAN Switches, channelized DS-1, and DS-3 are the most popular interfaces. On WAN Routers, POS OC-3, DS-3, and Gigabit Ethernet are the most popular interfaces. Shipments of OC-48 are emerging with erratic volumes Q/Q. However, as OC-48 further entrenches itself in these markets we project that volumes will stabilize. Market Leaders Multiservice WAN Switches-Core & Edge and WAN Routers Quarterly Total Market 4Q99 Growth MFG Revenue ($M) $1,428 +22% Vendor Rank Growth Cisco 1 +14% Lucent 2 +26% Nortel Networks 3 +45% Newbridge 4 +22% Juniper 5 +54% *T -0- Dell'Oro Group's WAN Report tracks Multiservice WAN Switch -- Core & Edge, WAN Routers, DWDM, and SONET. The report reflects worldwide data on revenue, unit/port shipments, and pricing on a vendor-by-vendor basis. The Dell'Oro Group is a research and consulting firm specializing in strategic competitive analysis and business planning in the networking industry.