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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (28220)	12/18/1997 1:15:00 AM
From: sepku	Respond to of 61433

>>>The 23% ASND ATM number you quoted is for the INTERNET (i.e. WAN) ATM market. Do you or anyone else know if there is a separate number for enterprise (LAN) ATM market?<<< I have no idea...where's Maverick? ;o) Hmmm...does that mean that the 3.9% in 1996 for ATM marketshare was for a different segment of ATM, and therefore CSCO leads ASND in that particular area? Style Pts.

To: Sector Investor who wrote (28220)	12/22/1997 2:31:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

Sector, >>The 23% ASND ATM number you quoted is for the INTERNET (i.e. WAN) >> ATM market. Do you or anyone else know if there is a separate >> number for enterprise (LAN) ATM market? The Worldwide ATM numbers are (in Millions): Note 95/96/97 are actuals: ................... ..... 1995 ..... 1996 ...... 1997......1998.......1999 ....... 2000 Carrier Switch.. 155M .. 356M ..598M .. 904M .. 1301M .. 1689M ISP Switch ....... 7M .. 69M .. 155M.. 277M .. 466M ....755M Ent WAN switch.. 56M .. 254M .. 469M .. 680M .. 883M .. 1060M WAN Access ....... 18M ..56M .. 122M .. 231M .. 402M .. 647M LAN WG/BB........ 177M.. 359M .. 618M .. 903M .. 1201M ..1513M TOTAL ATM 414M .. 1096M ..1963M .. 2994M .. 4253M .. 5663M 1996/1997 Market Share (rounded to nearest %): ...................... .....CSCO.........NN ......... NT.............ASND(CSCC) Carrier Switch ... 23%/20% ..30%/36% ...16%/12% .. 4%/5% ISP Switch ....... 9%/30%.. 15%/17%..... 20%/9%... 22%/19% Ent WAN switch. 13%/29% ....26%/9% .... 23%/39% ...... / WAN Access ............. /.............. / ............ / .......... 0/0 LAN WG/BB ........ 12%/13%...... 7%/* .......... / ....... 0/0 Total ATM share .. 16%/19% ..19%/16%.. 11%/14% .../4% "" represents honorable mention in the "other" category while... Sector... hope you find this data useful. It comes from Vertical Systems 1997 <http://www.verticalsystems.com/>and much of these numbers are echoed by Dataquest <http://gartner12.gartnerweb.com/dq/static/dq.html>. You'll need an account however to get the actual numbers. Sorry... Gary