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To: djane who wrote (53597)9/2/1998 12:38:00 PM
From: djane  Read Replies (2) | Respond to of 61433
 
Repost of Dell'Oro Group 2Q98 Router & Remote Access Report; Multi-Service Voice and Data Propel Router Market Sales
(easier to read columns via the most excellent Moonray COMS thread)

09:08 a.m. Sep 01, 1998 Eastern

PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--September 1, 1998--Router
sales grew $96 million Q/Q to $1.38 billion in 2Q98, and Remote Access
sales grew $39 million Q/Q to $574 million in 2Q98 -- 7 percent growth
Q/Q for both markets, according to the Dell'Oro Group's 2Q98 report
released last week.

The strongest growth came from sales of Multi-Service Voice and Data
Routers which grew 39 percent Q/Q. "Growth in Multi-Service Voice and
Data Routers is indicative of the enterprise market looking to
converge its voice and data networks," said Tam Dell'Oro, Founder of
the Dell'Oro Group.

Router and Remote Access Market Leaders
Manufacturers Revenue and Market Share

Routers 1Q98 2Q98 2Q98
MFG REVENUE ($M) $1,280 $1,375 Share
Cisco $820 $895 65%
Bay Networks $126 $149 11%
3Com $36 $50 4%
Motorola $34 $34 2%
IBM $34 $33 2%
AVM $25 $24 2%
Micom / Nortel $24 $21 2%
Ascend $25 $18 1%
Cabletron $10 $13 1%
Act Networks $12 $12 1%

Remote Access 1Q98 2Q98 2Q98
MFG REVENUE ($M) $535 $574 Share
3Com $139 $158 28%
Cisco $128 $143 25%
Ascend $135 $138 24%
Bay Networks $22 $29 5%
Shiva $24 $24 4%
Lucent $21 $21 4%
ACC $9 $7 1%
Cabletron $5 $7 1%
Microm / Compaq $7 $7 1%
AVM $1 $1 0%


The Dell'Oro Group's Routers and Remote Access report provides
in-depth data and analysis of the Router and Remote Access markets.
Available to clients this week on www.delloro.com, the report
contains tables of data on the performance of over 30 manufacturers.

The Dell'Oro Group is a research and consulting firm that specializes
in business planning and strategic competitive analysis in the
networking industry.

Copyright 1998, Business Wire

o~~~ O