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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: djane who wrote (15663)	5/26/1998 9:48:00 AM
From: Moonray	Read Replies (1) \| Respond to of 22053

Dell'Oro Group Releases 1Q98 Report; Shared Hub and LAN Switch Market Grew 3 percent in 1Q98; Price Reductions in Ethernet Switches, Growth in ATM - 08:58 a.m. May 26, 1998 Eastern PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--May 26, 1998-- Total sales of Shared Hubs and LAN Switches grew 3 percent ($69 million), to $2.4 billion in 1Q98, according to the Dell'Oro Group's 1Q98 report, published last week. Port shipments grew 7 percent (1.7 million ports), to 28 million. Dell'Oro Group indicates that price reductions on 100 Mbps Layer 2 Ethernet Switches resulted in a contraction in Ethernet Switch market sales. However, robust ATM demand, the launch of Layer 3 Routing Switches and aggressive 100 Shared Hub sales contributed to positive Q/Q growth. Notable growth: Accton's sales in Layer 2 Ethernet Switches grew 100% from less than $7M to over $13M. IBM more than doubled sales of ATM Enterprise Switches, from $14M to over $30M. 3Com's shipments of Shared 100 Hubs nearly tripled from less than half a million to almost 2 million. Despite a rough quarter overall, Bay Networks showed strength in the emerging Layer 3 Ethernet Switch market, capturing 38% market share -- driven by their Accelar switch. Market Leaders Shared Hubs and LAN Switches Total Market 4Q97 1Q98 MFG Revenue($M) $2,365.6 $2,380.5 Cisco $588.9 $741.1 3Com $372.1 $363.4 Bay Networks $389.5 $311.1 Cabletron $233.1 $212.9 FORE Systems $89.8 $95.0 Xylan $62.2 $74.1 IBM $59.5 $57.8 Allied Telesyn $42.6 $44.8 Accton $19.6 $43.7 Hewlett-Packard $43.7 $43.4 The Dell'Oro Group's Shared Hub and LAN Switch report provides in-depth data and analysis of the Shared Hub and LAN Switch markets. The report contains tables of data on the performance of over 20 manufacturers. The Dell'Oro Group is a research and consulting firm specializing in business planning and strategic competitive analysis in the networking industry. Strange to see COMS, BAY, CS gain ground at CSCO's expense! o~~~ O

To: djane who wrote (15663)	5/27/1998 1:13:00 PM
From: Moonray	Respond to of 22053

Lucent Will Unveil Equipment to Combine Voice, Internet Traffic Murray Hill, New Jersey, May 27 (Bloomberg) -- Lucent Technologies Inc. said it will introduce new equipment to help phone companies boost profits on Internet services, entering a lucrative market also targeted by Cisco Systems Inc. The new products include a computer switch and a so-called access server that combine phone calls with Internet data traffic on a single network, allowing phone companies and Internet service providers to offer more local and long-distance services. Traditional long-distance companies like MCI Communications Corp. and AT&T Corp. and newer telecommunication providers like Qwest Communications International Inc. want the new equipment to offer more expensive voice and data services to businesses. Lucent is hoping the new equipment will help it grab a bigger piece of the ''public IP,'' or Internet protocol, market, which is expected to grow to more than $50 billion annually by 2002. ''They've put together a pretty complete package of smart IP products,'' said Brendan Hannigan, an analyst with Forrester Research in Cambridge, Massachusetts. Lucent said the PathStar Access Server will cost about $300 per line. It is expected to be tested by customers later this year and available for sale in the first quarter of 1999. Lucent's PacketStar switch ''bridges the voice and data worlds,'' efficiently moving voice-related services over networks that were designed for data, Lucent said. The equipment is expected be available for customer trials in the fourth quarter and for sale in the first quarter of 1999. ''There is a network revolution at hand and we intend to lead it,'' said Richard McGinn, chairman and chief executive. The company said the new products will reduce network maintenance costs for phone companies by as much as 40 percent. MCI, the No. 2 U.S. long-distance phone company behind AT&T, will test the switch in June as part of a plan to upgrade its Internet network. WorldCom Inc. is expected to complete its acquisition of MCI later this year. o~~~ O

To: djane who wrote (15663)	5/28/1998 11:25:00 AM
From: Moonray	Respond to of 22053

Australian Home Internet Use Rose Fourfold in 2 Yrs Sydney, May 28 (Bloomberg) -- Four times as many Australian adults accessed the Internet from home in the year to February 1998 than two years earlier, the Australian Bureau of Statistics said in its first major report on the commercial and domestic use of the worldwide computer network. More than 3 million Australians, or 23 percent of adults, connected to the Internet at some time in the year, the report said. Half of them logged on from Internet cafes or from friends' houses. Almost half, or 1.3 million, connected at work. About 1 million Australians had Internet access at home, four times the number reported in the bureau's 1996 survey, which only measured home Internet use. ''Thus this is the only site for which an historical comparison can be made,'' the report said. While about two-thirds of people accessed the Internet from home or work, less than 15 percent of those had access from both home and work. About 57 percent of Internet users were male. Younger age groups had the biggest proportion of users. More than 42 percent, or 770,000, of 18 to 24 year olds used the Net, compared with about one-third, or 1.3 million, of those aged between 25 and 39. Careful Telstra's manager of its ''Big Pond'' Internet service provider, Dean Gingell, said statistics on the Internet need to be read with caution. ''I think you have to be a little bit careful with these figures,'' he said. ''It's significant that half of all people who accessed the Net did so from locations other than work or home. A lot of those people may have only accessed the Net once.'' Gingell said the time lag with such surveys makes it difficult to accurately track the development of the Internet service provider business. ''This industry moves so quickly,'' he said. ''What these figures really show is how far there is to go.'' Internet service providers link companies and individuals to the Internet through Telstra's phone network. Australia's largest Internet service providers are OzEmail Ltd. and Telstra. Both have more than 180,000 subscribers nationally. Optus Communications Pty. this week said it will buy the third-largest Internet service provider, Microplex, for an undisclosed sum. The surge in Internet use has been a boon for service provider OzEmail. Its American depository receipts have almost quadrupled in the past 12 months and the company's shares start trading on the Australian Stock Exchange tomorrow. The bureau also reported that the Australian Capital Territory had the largest number of users, with almost half the population having accessed the net in the past year. More than 50 percent of all users said they accessed the net at work for general browsing, unrelated to work. o~~~ O