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To: gfr fan who wrote (23836)	11/2/1998 8:31:00 PM
From: joe	Respond to of 45548

<< What do you think about the estimate of $billion worth of sales by 2002? IMO, this seems somewhat conservative,unless it's a semi-niche area.>> Joe, my hunch would be conservative, considering EMC's market cap is over $30B. Customers pay big bucks for data center type solutions. gfr fan, I realized that in my post I didn't put a number. The press release I read said $2Billion. But, from your response, I think you agree. Of course, I don't know that much about this new storage technology to know how much market share it will take.... But storage capital expense is hugh and getting bigger. regards, joe

To: gfr fan who wrote (23836)	11/3/1998 9:46:00 AM
From: Moonray	Read Replies (1) \| Respond to of 45548

Advertisements in China for Networking Products Market Top $2.4 Million BW - 08:11 a.m. Nov 03, 1998 Eastern CUPERTINO, Calif.--(BUSINESS WIRE)--Nov. 3, 1998--Advertising expenditures by networking product vendors in China topped $2.4 million dollars for the first half of 1998, a recently released channel survey and industry report by Advanced Forecasting-HuiCong (AFHC) disclosed. The Switch market -- in terms of appearance frequencies and dollars expended -- commanded more than 56 percent. Cisco, pursued closely by Intel, leads the pack for appearances and expenditures for Switches with 18.8 percent share. Intel follows with 18.1 percent and D-Link with 13.8 percent. The report's research is based on a survey that includes more than 1,200 networking distributors and interviews with about 60 vendors. The two samples are distributed over 30 cities in mainland China. AFHC also developed a proprietary index of appearance rates and ranking by measuring relevant advertisement information from over 400 trade media sources in China that is detailed in the report. Dr. Peng Fu, chief analyst for AFHC, maintains "Expenditures on advertising for networking products increased a whopping 100 percent over the same period for the prior year. Clearly it's another indicator on how the networking products market is heating up." "Theoretically, the advertisement expenditure ratio is positively correlated with future market share. And that's the case here. Advertising expenditures are closely correlated but do not follow exactly that of unit sales market share. "3Com and Bay Networks are two players, for example, that rank first (25% market share) and third, respectively, in overall units sold in the switch market. Yet, their advertising expenditures in the first half of the year fall short of the top three. Increased efforts on the part of both unit market share leaders are expected during the second half of the year," Fu predicted. "AFHC's Channel Survey & Industry Report: Networking Products Market in China" is one of a series of reports from AFHC. The report, updated twice yearly, includes primary data from the channel on market size and shares, pricing for four networking segments, advertising, and distribution. In addition to historical data, the report includes information on over 30 network distributors and vendors like Bay Networks, Hewlett-Packard, and Madge, currently operating in China. It also provides insight on features of the Chinese market and key strategies to penetrate it. Advanced Forecasting-HuiCong is a joint venture of Advanced Forecasting, a leading forecasting Silicon Valley company, and HuiCong, China's largest High-Tech Market Research and Advertising Group of approximately 2,500 employees. AFHC's data collection capabilities in China provides its clients direct access to the Chinese market for a broad selection of industries and over 100 product categories -- down to the board level. It also delivers quantitative and qualitative information on market trends via subscription services, reports, and a variety of customized consulting services. Industries include automobile, broadcasting & TV equipment, chemical, office automation, personal computer, and telecommunication. Copyright 1998, Business Wire o~~~ O