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To: djane who wrote (52669)	8/24/1998 12:24:00 PM
From: djane	Read Replies (1) \| Respond to of 61433

GartnerGroup's Dataquest Says Remote Access Concentrators Market Surpassed $494 Million in the Second Quarter 08:21 a.m. Aug 24, 1998 ET SAN JOSE, Calif.--(BUSINESS WIRE)--Aug. 24, 1998-- As businesses increased their reliance on networking capabilities, the worldwide remote access concentrators market experienced steady growth in the second quarter of 1998, with revenue reaching $494.1 million, up 6.8 percent from the second quarter of 1997, according to preliminary market statistics from Dataquest Inc., a unit of Gartner Group, Inc. (NASDAQ:GART). Dataquest analysts project healthy growth for the remote access concentrator market as companies rely on the Internet to increase productivity. "The profile of the average Internet user is undergoing a metamorphosis from novice to more intelligent, in which users have started demanding more from the network," said Ritu Saini, market research analyst for Dataquest's Remote LAN and Internet Access Worldwide program. "ISPs are anticipating these changes and beefing up their networks with equipment that can offer the desired levels of service and reliability." Cisco Systems moved into the No. 1 position in the second quarter of 1998 (see Table 1). Ms. Saini said Cisco is leveraging its existing installed base of network equipment, and service providers tend to continue their relationship with the company because of its range of products. Table 1 Preliminary Worldwide Access Concentrators Factory Revenue Estimates for Second Quarter 1998 (Millions of U.S. Dollars) Q2/98 Q2/98 Market Q2/97 Q2/97 Market Growth Company Revenue Share (%) Revenue Share (%) (%) Cisco 139.0 28.1 72.0 15.6 93.1 Ascend 133.3 27.0 161.0 34.8 -17.2 3Com 132.3 26.8 161.5 34.9 -18.1 Bay Networks 27.6 5.6 20.0 4.3 38.0 Livingston 20.4 4.1 17.6 3.8 15.9 Others 41.6 8.4 30.4 6.6 36.8 Total 494.1 100.0 462.5 100.0 6.8 Note: Columns may not add to the totals shown because of rounding. Source: Dataquest (August 1998) "New applications and technologies are beginning to see the light of day with voice and data convergence," said Ms. Saini. "Several of the top vendors, including Ascend, Cisco, and 3Com, are offering SS7 capability on their concentrators, and ISPs and network service providers (NSPs) have started deploying these boxes." The remote access server market declined nearly 38 percent in the second quarter of 1998 (see Table 2). Bay Networks was the only top-tier vendor to post positive growth, increasing its remote access server revenue 28.4 percent in the quarter. Table 2 Preliminary Worldwide Factory Revenue Estimates of Remote Access Servers for Second Quarter 1998 (Millions of U.S. Dollars) Q2/98 Q2/98 Market Q2/97 Q2/97 Market Growth Company Revenue Share (%) Revenue Share (%) (%) Cisco 24.0 29.5 26.0 19.9 -7.6 Bay Networks 12.2 15.0 9.5 7.3 28.4 3Com/U.S. Robotics 10.8 13.3 17.8 13.6 -39.3 Shiva 8.8 10.8 15.1 11.5 -41.7 Ascend 4.2 5.2 15.0 11.5 -72.0 Others 21.4 26.3 47.4 36.2 -54.9 Total 81.4 100.0 130.8 100.0 -37.8 Note: Columns may not add to the totals shown because of rounding. Source: Dataquest (August 1998) Additional information on this market is available in Dataquest's Remote LAN and Internet Access Worldwide program. This program provides comprehensive statistics and insightful analysis to help industry executives track trends and market dynamics to target new business opportunities. Additional information on this program is available on Dataquest's Web site at dataquest.com. For more information about this 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. Additional analysis on the telecommunication industry will be discussed during the upcoming GartnerGroup Symposium/ITxpo 98. This conference is the IT industry's largest, most comprehensive, and prestigious strategic planning event. GartnerGroup Symposium/ITxpo 98 will be held Oct. 12-16 in Lake Buena Vista, Fla.; Oct. 21-23 in Tokyo, Japan; Oct. 28-30 in Brisbane, Australia; and Nov. 2-5 in Cannes, France. For more information, call 1-800-778-1997 or 1-203-316-6757, e-mail ashley.pearce@gartner.com or visit the GartnerGroup Web site at www.gartner.com/events. GartnerGroup's Dataquest is the recognized leader in providing the high- technology and financial communities with market intelligence for the semiconductor, computer systems and peripherals, communications, document management, software, and services sectors of the global 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, and consulting. Founded in 1979, with headquarters in Stamford, Conn., GartnerGroup is at the center of a global community with more than 11,000 client organizations served by analysts in 80 locations worldwide. Additional information about the company is available on the Internet at gartner.com. Copyright 1998, Business Wire o~~~ O

To: djane who wrote (52669)	8/24/1998 12:31:00 PM
From: djane	Read Replies (1) \| Respond to of 61433

Dell'Oro Group Releases 2Q98 Report Shared Hub and LAN Switch Market Grew 8 percent in 2Q98; Gigabit Ethernet Sales Above Expectation, Strong Momentum in ATM - BW, 09:17 a.m. Aug 24, 1998 Eastern PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Aug. 24, 1998--Total sales of Shared Hubs and LAN Switches grew 8 percent ($193 million), to $2.5 billion in 2Q98, according to the Dell'Oro Group's 2Q98 report, published last week. Port shipments grew 5 percent (1.4 million ports), to 27 million. The market growth was fueled by 100 Mbps Ethernet Switches, both Layer 2 and Layer 3, and robust demand for ATM Switches. Part of the growth in Layer 2 Ethernet was attributed to purchases that were postponed from 1Q98, as users waited for the lower priced products that were announced early in the quarter. Market Leaders Shared Hubs and LAN Switches Total Market 1Q98 2Q98 MFG Revenue($M) $2,352.0 $2,544.6 Cisco $740.8 $816.9 3Com $363.4 $396.0 Bay Networks $311.1 $359.6 Cabletron $212.9 $244.8 FORE Systems $95.0 $102.7 Xylan $75.4 $83.6 IBM $57.8 $60.9 Madge $35.7 $38.3 Hewlett-Packard $43.4 $37.9 Allied Telesyn $43.1 $35.8 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. Copyright 1998, Business Wire o~~~ O

To: djane who wrote (52669)	8/24/1998 11:00:00 PM
From: djane	Respond to of 61433

IP Broadband Could Cut Private Line Prices, Study Says thestandard.com August 20, 1998 By Nancy Weil Demand for broadband services based on IP (Internet protocol) could force down the prices of high-speed private leased lines, creating an unpredictable competitive landscape, according to a new study from Insight Research. Telecommunications carriers offering private lines such as T1, T3 and DS-O, are still likely to see revenue growth of 8.8 percent annually through 2002 in that market, since the lower prices will probably spur demand, the report said. Insight analysts predict marketing and technology battles between fast packet or IP-based services and circuit-based private lines in the coming years, the company said in a statement outlining the study, "Private Line Services 1998-2003." For corporate users, that could mean lower prices as new IP-based broadband carriers such as Level 3 and Qwest put competitive pressure on traditional carriers such as AT&T and MCI, the study says. IP-based networks for long distance and xDSL (digital subscriber lines) and cable modems for local services are threatening the private-line market, which could force price cuts to keep private lines alive. "Private line was put on the critical list in the mid-1980s when virtual private networking gave corporations an alternative to nailed-up circuits to tie their locations together," said Robert Rosenberg, Insight president, in the statement. "Commercialization of the Internet in the mid-1990s breathed new life into the private-line market as companies rushed to create intranets, but the emerging technology alternatives to PL (private line) means we've got to put the patient on the touch-and-go list again," said Rosenberg, who was not available for additional comment today. Packet-switched services such as ATM (asynchronous transfer mode) and frame relay make T-carrier private lines less advantageous. T-carrier lines use traditional circuit switching - a more cumbersome telecom method than packet switching, which sends packets of digital data for a number of customers at different times over the same circuit. But the emergence of companies such as Level 3 and Qwest, with their plans to offer private-line services at far lower prices than traditional telcos, shows "promise to significantly alter the markets for private line services," according to an executive summary of the report. Nancy Weil writes for the IDG News Service in Boston. Copyright c 1998 The Industry Standard \| All rights reserved \| Webmaster