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Technology Stocks : AWARE -- Ignore unavailable to you. Want to Upgrade?


To: Scrapps who wrote (667)8/24/2000 10:47:01 AM
From: Perry P.  Read Replies (1) | Respond to of 2404
 
I got this off of the Alcatel thread. It states that DSL sales went through the roof during the second quarter of this year. That means Aware will feel the affects in this quarters numbers since they are a quarter behind in their revenue reporting. Also note that Lucent was one of the companies surveyed.

DSL CPE Market Surpasses 1.6 Million Units in 2Q00

SAN JOSE, Calif., Aug 22, 2000 (BUSINESS WIRE) -- DSL CPE revenues totaled $329 million in 2Q00 will reach $1.4
billion in 2Q01, according to Infonetics Research's quarterly worldwide market share and forecast service, "Broadband
Hardware: IADs, DSL, and Cable." In 2Q00 1.6 million cable modems and routers were shipped, totaling $316 million in
revenues. Infonetics Research forecasts the market for DSL CPE (ADSL, SDSL, IDSL), cable modems and routers,
multi-service routers, and T1 IADs.

"ADSL exploded in 2Q00, with significant increases in North America and Asia Pacific, and the first billion-dollar quarter for
DSL CPE is less than a year out,
" said Infonetics Research's Director of Access, Jeff Wilson.

Infonetics Research's 2Q00 delivery of this service includes data from 3Com, Accelerated Networks, ACT, Alcatel, CAC,
Cisco, Com21, Copper Mountain, Efficient Networks, Intel, Lucent, Motorola, Netopia, Nortel Networks, PairGain,
Terayon, Vina, Westell, and others.

"Broadband Hardware: IADs, DSL, and Cable" helps companies understand the size of the market, how it's growing, and
who's leading in the various segments of the market. The quarterly service, delivered electronically, provides worldwide market
share data and shipment and forecast data divided by North America, EMEA, Asia Pacific, and the rest of the world.


Perry P.