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

To: Mark Ambrose who wrote (11229)	12/26/1997 5:27:00 PM
From: Mark Ambrose	Read Replies (1) \| Respond to of 77400

delloro.com DELL'ORO GROUP PROJECTS CHINESE ETHERNET HUB & SWITCH AND ATM MARKET OVERTAKING JAPAN'S IN NEAR FUTURE China sees continued growth in Ethernet (EN) LAN Switches: 3Com, Cisco & Bay Lead Portola Valley, CA - December 22, 1997 -- The Dell'Oro Group's 3Q97 Asia/Pacific Region Shared Hub & LAN Switch report reveals high quarter-to-quarter growth in 100 Mbps Shared EN Hubs (+29%) and 100 Mbps Switched EN (+100%), but moderate growth in 100+ Mbps ATM (+4%). 3Q97 Asia/Pacific market share leaders for high speed networking equipment are: Market Share 100 Mbps 100 Mbps 100+ Mbps Position Shared EN Switched EN ATM No. 1 3Com Bay Bay No. 2 Intel 3Com Cisco No. 3 Bay Cisco Xylan In the 100 Mbps Shared EN market, 3Com and Bay gained ground; Allied Telesis and Accton retreated. In both the 100 Mbps Switched EN and 100+ Mbps ATM markets, Bay surpassed Cisco and regained the no. 1 position during 3Q97. Although 10 Mbps Shared EN Hubs represent a majority of the total port shipments into the Asia Pacific region, its portion of overall ports shipped continues to decline: 1Q97 = 77%, 2Q97 = 71%, 3Q97 = 64%. The adoption rate of new, high speed technologies is greater in Asia than it is in North America and Europe. The Dell'Oro Group is a research and consulting firm that specializes in business planning and strategic competitive analysis in the networking industry. The firm's quarterly Asia/Pacific report provides in-depth data and analysis of the market's vendors, countries, and technologies. Vendors include 15 Asian and North American firms; countries include Australia, China, Japan, Korea, Malaysia, and Singapore. Technologies include Shared EN, Switched EN, and ATM.