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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (30323)	8/23/2000 11:36:37 AM
From: Boplicity	Read Replies (1) \| Respond to of 35685

I bought ITWO and added to SEBL(beware of SEBL) the ORCL news might have more teeth in it then we realize. Greg

To: Boplicity who wrote (30323)	8/23/2000 1:07:06 PM
From: mike machi	Respond to of 35685

Gigabit Ethernet Switch Ports Take Off in 2Q 2000; Copper Accounts for 25 Percent SCOTTSDALE, Ariz., Aug 23, 2000 (BUSINESS WIRE) -- The worldwide Gigabit Ethernet packet switch market reached over 810,000 ports shipped in 2Q 2000, according to Cahners In-Stat Group (http://www.instat.com). The high-tech market research firm expects the overall gigabit Ethernet switch market to reach almost 4 million units in ports shipped and $4 billion in end-use revenue for 2000, resulting in an all time high, over 200 percent greater than the total number ports shipped in 1999. "Despite holding only 3 percent or less of the ports shipped in 2Q 2000, Gigabit Ethernet switches will finally live up to their billing in 2000, with a 21 percent compounded quarterly growth rate," said Lauri Vickers, industry analyst for In-Stat's Voice and Data Communications Service. "The first significant shipments of Gigabit Ethernet over copper ports, since their introduction two quarters ago, occurred in 2Q 2000 and accounted for approximately 25 percent of the Gigabit Ethernet ports shipped. Within two quarters, Gigabit Ethernet over copper ports will account for more than half of all Gigabit Ethernet ports shipped." Quarter to quarter growth in 2Q 2000 was driven primarily by all form factors of Layer 3 and Gigabit Ethernet switches, which grew at more than twice the pace of the overall market. In-Stat also found the following: -- Cisco Systems held its No. 1 market share ranking in both ports shipped and sales in the Gigabit Ethernet switch market followed by Extreme Networks, Enterasys (formerly Cabletron) and Nortel Networks. -- North America continues to dominate switch port shipments, representing 48 percent of the total market in 2Q 2000. Europe, Asia and Latin America are also heating up, and combined, are expected to represent the majority of switch port shipments in 2000. The report, 2Q 2000 LAN Packet Switch Market Analysis, (No. CQ0003M1), provides quarterly market shares and forecasts for the major LAN Packet switch market segments. Part of In-Stat's networking quarterly service, the Quarterly LAN Packet Switch Market Analysis, analyzes technology and market trends impacting the overall networking hardware market. To purchase this report, or for additional information, please visit instat.com or contact Matt Woods at 617/630-2139; mwoods@instat.com