SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?


To: David Lawrence who wrote (15546)5/20/1998 3:27:00 PM
From: Moonray  Read Replies (2) | Respond to of 22053
 
Lucent Wins $1 Bln Contract From CTR Group for Fiber Network

Murray Hill, New Jersey, May 20 (Bloomberg) -- Lucent
Technologies Inc., a top phone-equipment maker, won a $1 billion
contract from CTR Group Ltd. to provide networking products and
expertise for a new $8 billion global fiber-optic network.

During the four-year agreement, Lucent will help engineer,
install and maintain the network, called Project Oxygen. CTR
Group, a closely held company in Woodcliff Lake, New Jersey, said
Project Oxygen will be the super-Internet of the future.

CTR Group plans to build the undersea and land-based
communications system to connect every continent except
Antarctica, Lucent said. Global demand for new Internet services
will exceed $1 trillion a year in 18 months, Murray Hill, New
Jersey-based Lucent estimated.

''Lucent will make it possible for CTR Group to deliver band-
width (telecommunications) capacity that's up to 100 times
cheaper than other solutions and we'll help manage the traffic,''
said Paula Horii, a Lucent spokeswoman. She said that Lucent will
begin delivering equipment early next year.

CTR Group couldn't be reached to comment.

In its first phase, Project Oxygen's 98,750 miles (158,000
kilometers) of fiber-optic cable is projected to connect 74
countries. On its land and short undersea segments, the network
is expected to transport the equivalent of almost 25 million
simultaneous phone calls, Lucent said.

On Monday, Lucent won a contract valued at $700 million to
build a wireless telephone system in Mexico for Sistemas
Profesionales de Comunicacion SA. SPC chose Lucent over Canada's
Northern Telecom Ltd, Ericsson AB and Nokia AB.

Lucent rose 11/16 to 72 13/16 in midafternoon trading.

o~~~ O



To: David Lawrence who wrote (15546)5/20/1998 9:43:00 PM
From: drmorgan  Read Replies (2) | Respond to of 22053
 
Let the "Palm" wars begin!

zdnet.com



To: David Lawrence who wrote (15546)5/21/1998 1:20:00 PM
From: Moonray  Respond to of 22053
 
GartnerGroup's Dataquest Says Cisco Leads the Way in Rapid
Growing LAN Switch Market; Dataquest Publishes First Quarter
Results for LAN Switches, Routers, and Shared Media Hubs
08:02 a.m. May 21, 1998 Eastern

SAN JOSE, Calif.--(BUSINESS WIRE)--May 21, 1998--As the
networking industry experiences an on-going migration from
shared media hubs to LAN switches, the worldwide LAN switch
market surpassed $1.9 billion in the first quarter of 1998,
up 64 percent over the first quarter of 1997, according to
preliminary statistics from Dataquest, a unit of Gartner
Group Inc. (NASDAQ:GART).

Cisco Systems is driving the LAN switch market forward, with
its switching revenue growing by 132 percent in the first
quarter (see Table 1).

"The LAN switch is the bright spot in an otherwise soft
networking market," said John Armstrong, director and principal
analyst for Dataquest's Networking Worldwide program. "Cisco
continues to show strong momentum, thus providing a continuing
challenge for its competitors."

Table 1
Preliminary Worldwide LAN Switches Revenue Estimates
for First Quarter 1998
(Millions of U.S. Dollars)

Q1/98 Q1/98 Market Q1/97 Q1/97 Market Growth
Company Revenue Share (%) Revenue Share (%) (%)
-----------------------------------------------------------------
Cisco 813.2 42.4 349.7 30.1 132.5
3Com 266.8 13.9 190.1 16.3 40.3
Bay Networks 192.6 10.1 107.4 9.2 79.3
Cabletron Systems 192.6 10.1 236.2 20.3 -18.5
Others 450.6 23.5 279.3 24.0 61.3
Total 1,915.8 100.0 1,162.7 100.0 64.8

Note: Total percentages may not add to 100 percent due to rounding.
Source: Dataquest (May 1998)

The router industry grew 8.6 percent in the first quarter of
this year with revenue approaching $1.3 billion, while the
shared media hubs market declined 22 percent with revenue at
$663 million.

Cisco was the market leader in the router industry, maintaining
70.6 percent market share in the first quarter of 1998, but
their market share declined from the first quarter of 1997 when
its market share was at 73 percent (see Table 2). Fujitsu
showed the strongest growth among the top 4 vendors as it grew
220 percent over the first quarter of 1997.

Table 2 Preliminary Worldwide Router Revenue Estimates for
First Quarter 1998

(Millions of U.S. Dollars)

Q1/98 Q1/98 Market Q1/97 Q1/97 Market Growth
Company Revenue Share (%) Revenue Share (%) (%)
----------------------------------------------------------------
Cisco Systems 909.0 70.6 865.6 73.0 5.0
Bay Networks 109.8 8.5 130.8 11.0 -16.1
Fujitsu 50.2 3.9 15.7 1.3 220.0
IBM 38.0 3.0 19.4 1.6 96.0
Others 179.9 14.0 154.0 13.0 16.8
Total 1,286.9 100.0 1,185.5 100.0 8.6

Note: Total percentages may not add to 100 percent due to rounding.
Source: Dataquest (May 1998)

While the worldwide shared media hubs market declined in the
first quarter, 3Com remained the No. 1 vendor in the marketplace
as its revenue market share grew to 31.8 percent, up from 23.5
percent in the first quarter of 1997.
Bay Networks, Cabletron
Systems, and Hewlett-Packard rounded out the top 4 vendors in
the shared media hubs market with 21.3, 5.7, and 4.9 percent
market share, respectively.

Additional market statistics are available in the Dataquest
Alert titled "Router, LAN Switch, and Shared Media Hub Market
Performance for First Quarter 1998." This report provides
preliminary market statistics including market size by product
category, market share for major segments, and sales broken
down by region.

This report is produced by Dataquest's Networking Worldwide
program. This program focuses on the developing LAN and WAN
technologies and products that are driving the growth of the
networking industry. Additional information on this program
can be found on Dataquest's Web site at
gartner.com.

To purchase these reports, or to subscribe to Dataquest's
Networking Worldwide program, please call 800/419-DATA, or
408/468-8009. More information about Dataquest's programs,
descriptions of recent research reports, and full text of
press releases can be found on the Internet at
dataquest.com.

Dataquest, a unit of Gartner Group Inc., has been providing global market
research and consulting
services for the high-technology and financial communities since 1971.
Dataquest provides worldwide
market coverage on the semiconductor, computer systems and peripherals,
communications, document
management, software, and services sectors of the information technology
industry.

As the world's leading authority on IT, GartnerGroup provides clients with a
wide range of products
and services in the areas of IT advisory services, measurement, research,
decision support, analysis,
consulting and training.

Founded in 1979, with headquarters in Stamford, Conn., GartnerGroup is at the
center of a global
community with 11,086 client organizations served by analysts in 80 locations
worldwide. Additional
information about the company is available on the Internet at
gartner.com.

o~~~ O



To: David Lawrence who wrote (15546)5/22/1998 9:54:00 AM
From: Moonray  Respond to of 22053
 
Pilot Goodies On CD For HPC Users
Newsbytes - May 21, 1998 16:27

WINTER GARDEN, FLORIDA, U.S.A., 1998 MAY 21 (NB) -- Newsbytes.
Pilot Island Publishing Inc. said its new CD-ROM called "Pilot Goodies"
is the first in the series specifically intended for 3Com [NASDAQ:COMS]
PalmPilot or compatible handheld PC (HPC) owners.

The disk, expected to ship in June, contains about 260 programs
including spreadsheets, e-mail, literature, games and database
programs, said a source at Pilot Island.


The "goodies" collection is installed via a proprietary program called
BreEZe with which users select, organize and upload using a PC
connection. The BreEZe interface links PalmPilot to Windows 95 and
uses a group program manager metaphor to view, select and sort programs
using a drag and drop method.

Program categories on the disk include business, utilities,
communication, education, leisure, graphics, travel and "hot stuff,"
the source said, plus a separate customizable category where users can
organize programs on the local PC to be uploaded to the PalmPilot.

The CD comes equipped with what Pilot Island calls a "stylus with a
twist." When the stylus is turned one way, it's a pen, when turned in
the other direction, it's a nylon stylus for use with HPCs.


To run Pilot Goodies users need 3Com's PalmPilot or a compatible
HPC, PalmPilot install software, Palm Pilot Cradle, Windows 95, running
PC with a 486-33 megahertz (MHz) or faster processor, 8 megabytes (MB)
of RAM, 16MB recommended, a mouse and a CD-ROM drive.

Pilot Goodies' anticipates a mid-June shipment date to its reseller
channels and retail stores. The firm suggests a $34.95 retail price,
but said it would probably be available for an estimated street price
(ESP) of $29.95.


Pilot Island Publishing is on the World Wide Web at
pilotisland.com .

o~~~ O