SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?


To: tekboy who wrote (14319)11/18/2000 3:16:08 AM
From: notblake  Respond to of 24042
 
We didn't need this. Dell'Oro is piling on with their latest report (sorry, I couldn't get it to format right- how do you do that, anyway):

biz.yahoo.com

Friday November 17, 6:33 pm Eastern Time

Press Release

Optical Networking Market Declines 7% in 3Q00 According to Dell'Oro
Group

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Nov. 17, 2000--According to Dell'Oro Group, the Optical Networking
Market (incl. DWDM-Metro, DWDM-Long Haul, and SONET/SDH) declined 7% Q/Q with revenues of $5.5 Billion in
3Q00. While most market segments that comprise the optical market realized some losses, the Metro-DWDM Market
posted Q/Q growth of 37% to $108.2 Million.

-0-

Market Leaders -- based on revenue
Total Optical Market
(Incl. DWDM-Long Haul, DWDM-Metro, SONET/SDH)

Quarterly
Total Market 3Q00 Growth
------------ ---- ------
MFG Revenue ($B) $5,530 -7%

Vendor Rank Growth
------ ---- ------
Nortel 1 -6%
Lucent 2 -14%
Fujitsu 3 0%
Alcatel 4 -19%
Marconi 5 -16%
Ciena 6 +17%
Cisco 7 +25%

About Dell'Oro Group

Dell'Oro Group is a market research firm that specializes in providing accurate and timely data on the networking industry. Dell'Oro Group's WAN Report
tracks Multiservice WAN Switch-Core & Edge, WAN Routers-Core & Edge, WAN Routers-Broadband Aggregation, DWDM-Long Haul, DWDM-Metro,
and SONET/SDH. The WAN Report focuses on detailed quarterly analysis of market size, market share, port/unit shipments and average selling prices as it
pertains to markets and vendors.

Contact:

Dell'Oro Group
Karolin Di Cristina, 650/622-9400 ext. 223
karolin@delloro.com
www.delloro.com