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To: Brett Nelson who wrote (4549)	5/18/1998 5:27:00 PM
From: pat mudge	Respond to of 18016

Brett -- I noticed NN had a weak close. I can't find any cause. The following news should impact them through Cambrian Systems: newsalert.com <<< PR Newswire - May 18, 1998 08:15 CAMBRIDGE, Mass., May 18 /PRNewswire/ -- The market for optical access networks is quickly emerging in the U.S. and other global telecommunications markets embracing local access competition, according to a new report released by Pioneer Consulting titled "Optical Access Networks: WDM and Optical Networking for Local Loop and Cable TV Applications." In the U.S., the deployment of WDM systems into access networks will increase from $76 million in 1998 to $1 billion in 2003. This forecast includes end-to-end WDM systems for enterprise, metropolitan area, LEC inter-office and local access networks. "Like other growth markets in telecommunications, the optical access market is being driven by data and the Internet, which are beginning to put a serious strain inter-office and metro facilities," said Scott Clavenna, Senior Analyst at Pioneer Consulting. "Bell Atlantic and a handful of CLECs have already begun evaluating and deploying DWDM for fiber exhaust applications. Over the long term, local carriers will be deploying a complete optical layer into their networks in order to provide new services such as wavelength leasing, wavelength-on-demand, and optical bandwidth management." US Optical Access Market, 1998-2007 Enterprise/ Inter-Office Local Loop Total MAN Market Market Market ($Millions) ($Millions) ($Millions) 1998 $22.40 $48.00 $6.00 $76 1999 $63.80 $78.31 $11.83 $154 2000 $141.94 $134.07 $18.55 $295 2001 $227.39 $200.31 $29.39 $457 2002 $399.49 $271.28 $52.80 $724 2003 $583.51 $336.86 $90.48 $1,011 2004 $857.05 $414.74 $158.89 $1,431 2005 $1,182.25 $485.84 $250.01 $1,918 2006 $1,525.62 $619.98 $321.56 $2,467 2007 $1,833.09 $790.92 $413.29 $3,037 Source: Pioneer Consulting Further along in the development of the optical networking market, local access providers will be deploying DWDM systems into the distribution loop, where cable modem and ADSL-based access services will be straining the present coaxial and copper cable networks to their capacity. Optical networking technologies will allow LECs, CLECs and CATV operators the ability to cost effectively manage these new high-speed data services while preserving legacy systems and services. The report is presently available at a cost of $4,000. For a table of contents, executive summary or other additional information, please contact Pioneer Consulting at 617-441-3900 (tel), 617-441-3061 (fax) or email: info@pioneerconsulting.com.>>>>

To: Brett Nelson who wrote (4549)	5/18/1998 6:36:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

Don't miss the Forbes article posted on ASND: Message 4502026 Other news that's encouraging: PC sales rise in Japan: nikkeibp.asiabiztech.com May 18, 1998 (TOKYO) -- Sales of personal computers in the third week of April (April 20-26) posted a 7.9 percent week-on-week increase in terms of units, and a 6.7 percent increase in value, according to statistics compiled by GfK Japan Ltd. GfK Japan is an information service company that handles point- of-sales data of shops that sell home electric appliances. Sales in the third week of April were up 19.9 percent from the corresponding period of last year (April 21-27, 1997) in terms of units, and up 8.8 percent in value. (See table.) The unit-based data posted a week-on-week increase for the first time in four weeks. This indicates that PC sales are picking up. Sales of desktop models are brisk, posting higher week-on-week growth than the notebook type. The brisk growth is attributable to purchases of desktop type PCs by many beginners at the start of the new fiscal year. The average sales price dropped 2,435 yen from the previous week's 228,450 yen (US$1,700). The average price declined for four consecutive weeks, since the fourth week of March. GfK Japan said the downturn is expected to continue for some time under the current set of conditions in which the prices of current models will be cut when the new models for the summer season are introduced. Attention is now focusing on whether the sagging PC prices will push up demand. GfK Japan's data is from about 2,000 outlets of 41 firms. The company selected the 41 firms in 1996 and has been releasing their data since then. GfK Japan covers a greater number of outlets with combined unit- based sales accounting for about 10 percent of Japan's PC shipments and about 25 percent of total retail sales. The following graphs are available through Nikkei Market Access in Japanese only: - Trends in the number of all types of PCs sold in a week. - Trends in the sales amount of all types of PCs sold in a week. - Trends in average sales price of all types of PCs sold in a week. - Trends in the number of desktop PCs sold in a week. - Trends in the sales amount of desktop PCs in a week. - Trends in the average sales price of desktop PCs in a week. - Trends in the number of notebook PCs sold in a week. - Trends in the sales amount of notebook PCs in a week. - Trends in the average sales price of notebook PCs in a week. Table: PC sales in the third week of April 1998 (Source: GfK Japan) "Year-before weekly comparison" in the Table means the comparison with April 21-27, 1997>>>