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To: David Lawrence who wrote (10315)12/8/1997 10:00:00 AM
From: Moonray  Respond to of 22053
 
Latest In-Stat Analysis Shows Networking Market Growing
Only 16% in 1997, Significantly Down from 48% Growth in
1996

08:07 a.m. Dec 08, 1997 Eastern

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Dec. 8, 1997--According to the latest
In-Stat research, the networking equipment market is on track to grow only 16% to
$26.4 billion in 1997, up from $22.8 billion in 1996.

This growth rate is significantly less than the 48% growth experienced in 1996.
In-Stat previously estimated 24% growth for the networking equipment market for
1997. The new growth figure is the lowest ever for the networking industry.

"Overall, the networking equipment market had significantly slower growth
quarter-to-quarter in 1997 compared to 1996. 1997 started off on a slight down turn,
followed by a slight increase of 3.5% in Q2, then a flattening in Q3," said Jeremy
Duke, director of In-Stat's Communications Market Services.

Although the networking market is slowing, In-Stat expects Cisco and Ascend to
grow over the industry average of 16% for 1997. Cisco is on track to grow 34.4%
in 1997, nearly 20 points higher than the industry average.

Ascend is on track to grow 27.5%, just over 11 points higher than the industry
average, despite a severely depressed third quarter that was way below industry
average. Cisco, Bay, 3Com/USR, and Cabletron individually grew sales faster
than the networking industry average in Q3 1997.


In addition to an overview of the networking industry, the "Networking Market
Growth Lower Than Expected" report (No. CN9710MS) provides
quarter-to-quarter analysis of ATM LAN & WAN equipment, Routers, Remote
Access Servers, NICs, LAN Packet Switches, Shared Media, Hubs, Frame Relay
equipment, and other markets.

Also included are report cards on the top 5 networking equipment manufacturers.
In-Stat assigned grades based on performance analysis of revenues among the top
5 manufacturers and the overall industry for Q1 1996 through Q3 1997.

"Networking Market Growth Lower Than Expected" is specially priced at $1,495
which includes analyst inquiry privileges on topics covered in the report. To
purchase this report or for information about the In-Stat's Communications,
Semiconductor, and Computer Services, contact Dennis Ashton at 602/483-4471,
email dennisa@instat.com.

In-Stat is a full service, high-technology, market research and information company
serving the semiconductor, communications, computer, and multimedia
marketplaces. In-Stat is part of Cahners Publishing Co., the largest publisher of
specialized business publications in the United States. Visit In-Stat Online at
instat.com . (See also: businesswire.com)

o~~~ O



To: David Lawrence who wrote (10315)12/8/1997 4:13:00 PM
From: Scrapps  Read Replies (1) | Respond to of 22053
 
>>>"The goal of that arrangement was to develop a product that bridged the gap
between 56-kilobit-per-second modems and ADSL systems," Collinge says.
"If anything, the agreement between TI and Amati will only mean that 3Com
will get our product sooner."<<<


Sounds like good news for 3Com, what's your take on how this affect AWRE & ADI.

Message 2907579