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

To: Lizzie Tudor who wrote (71175)	10/1/2006 6:29:00 PM
From: Lhn5	Respond to of 77400

Sunday, October 01, 2006 Quick Notes from Infonetics Carrier VoIP/IMS market highlights: * Strong annual growth in the carrier next-generation voice market continues to be driven by the trunk media gateway and softswitch segments, each of which will top $1.3 billion in 2006. * The session border controller market is forecast to jump 84% between 2005 and 2006. * Revenue leaderboard: Cisco had a huge quarter for trunk media gateways, increasing 84% to take the lead spot from Sonus in 2Q06; Nortel leads in softswitches; Acme Packet leads in SBCs; and Broadsoft leads in voice application servers. * Worldwide residential and SOHO VoIP subscribers are forecast to nearly double between 2005 to 2006 to over 47 million subscribers. Enterprise telephony market highlights: * Pure IP PBX system revenue is up 36% in 2Q06, driven by strong results from Cisco. * The hybrid IP PBX segment is down 1% in 2Q06, but annual growth will remain in the double digits through at least 2009. * TDM system revenue decreased 1% in 2Q06, and will continue to decrease. * IP phone shipments grew strongly in 2Q06, up 17% to 2.1 million, and strong growth is forecast through 2009 as VoIP deployments extend beyond the network core to the desktop. * 44% of worldwide PBX revenue comes from EMEA in 2Q06, 33% from North America, 17% from Asia Pacific, and 6% from CALA. From newweb.cistera.com