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

To: Eric who wrote (10564)	11/24/1997 6:54:00 PM
From: jim bender	Read Replies (1) \| Respond to of 77400

DELL'ORO GROUP RELEASES 3Q 1997 REPORT ON ROUTER AND REMOTE ACCESS MARKETS Softness in High End Routers Access Concentrators Contract for the First Time Portola Valley, CA - November 25, 1997 -- Router sales grew at a sluggish 5 percent over the second quarter to $1.3 billion while Remote Access sales were flat at $600 million. Low End Routers and FRADs experienced the highest growth, each segment increasing 15 percent over the previous quarter. Access Concentr- ator revenues declined for the first time by 3 percent, while Access Servers recovered, growing by 12 percent. The net effect was flat quarter-to-quarter revenue growth for the Remote Access market. Overall market leaders are listed below () indicates a decrease: Market Leaders Routers and Remote Access Q397 Router Manufacturers 3Q '97 Manufacturers Revenue ($M) Q/Q Growth Rate (%) Cisco $838.1 6% Bay Networks $132.4 6% 3Com $52.1 (8%) Motorola $30.6 8% IBM $30.5 (3%) Remote Access Manufacturers 3Q '97 Manufacturers Revenue ($M) Q/Q Growth Rate (%) 3Com $221.3 21% Ascend $136.2 (22%) Cisco $100.3 8% Shiva $25.3 (12%) Livingston $18.2 (13%) "3Com?s strong performance primarily came from Access Servers, with 34 percent growth and Access Concentrators with 25 percent growth over last quarter," said Denise Barton, Director, Internet Infrastructure of the Dell?Oro Group. "In addition to a substantial lead in Routers, Cisco continues to gain ground in Remote Access, where they grew by a healthy 8 percent." The Dell?Oro Group?s Routers and Remote Access report provides in-depth data and analysis of the Router and Remote Access markets. Available to clients this week on our website, the report contains tables of data on the performance of over 30 manufacturers. The Dell'Oro Group is a research and consulting firm that specializes in business planning and strategic competitive analysis in the networking industry. For further information on the Dell'Oro Group's quarterly research service call Catherine Maxwell at 650/529-2787 extension 228.