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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: JakeStraw who wrote (58779)	4/3/2002 9:49:36 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

I feel like I am a salesman for Instat posting these things, but they provide interesting information, so here you go. BTW, if WLAN chipsets sales are taking off, you know Cisco must be enjoying a booming business in their wireless access points and cards. ----------------------- Despite a slow economy, wireless LAN (WLAN) chips were a bright spot in an otherwise dismal 2001 worldwide chip market, according to In-Stat/MDR (http://www.instat.com). The high-tech market research firm reports that the number of WLAN chips sold worldwide in 2001 managed to top 8 million chipsets, up more than 23% from 2000. Early indications illustrate that device sales, and resulting chipset demand, are already up sharply this year when compared with the end of 2001. 2002 chipset units are forecast to exceed 14 million units, an increase of 75% from last year's depressed numbers. The incredible journey for WLAN chips is just beginning. For many years, the use of WLANs has been limited to a very few specialized vertical applications. However, as new standards like 802.11a and 802.11g are introduced into both the home and the enterprise, the market will move in a new direction, gaining even greater momentum. While the enterprise will account for the largest consumption of wireless LAN chipsets in 2002, it's the home market that will experience the largest growth rate. Not only are home users adopting WLAN devices for their conventional computer connectivity needs, but other residential uses for WLAN chips, such as wireless video pads, are starting to become popular, especially in Asia. In-Stat/MDR also found that: - Despite an increase in units shipped in 2001, chipset revenue decreased 4% from the previous year, to $216.9 million, as a direct result of rapidly eroding WLAN chipset prices. However, WLAN chipset revenue is expected to increase to $324.5 million in 2002, an almost 50% increase from the year earlier. - Currently in the enterprise, as in the home market, 802.11b accounts for almost all the WLAN chipsets sold to date. However, this will be changing very quickly. The enterprise has anxiously awaited a faster technology to become available, and that is currently happening in the form of 802.11a and 802.11g. Both standards offer data rates up to 54 Mbps, but actual throughput is likely to be approximately half of that. - Over 13 million 802.11a chipsets will be sold into the home market in 2006. This Market Alert is drawn from the In-Stat/MDR report, "WLAN Chipset Market - The Incredible Journey Is Just Beginning" (#IN020271WT), which covers WLAN technology from both a standards and component point-of-view, and explores the many changes occurring in the industry. The report takes a look at the companies making WLAN chips and the products they are developing and contains chipset forecasts through 2006 (including chipsets by standard and WLAN chipset revenue by standard). Breakouts are included for the home and enterprise, and include subtotals by type of end-product device. In addition, the report includes company profiles of 22 WLAN component manufacturers, including their current products and an analysis of their place in the market. To purchase this report, or for more information, please visit: instat.com or contact Erin McKeighan; emckeighan@instat.com at 480.609.4551. The report price is $3,695 USD.