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To: john dodson who wrote (4996)	11/20/1998 8:57:00 AM
From: Gary Korn	Respond to of 21876

11/20/98 Bus. Wire 08:13:00 Business Wire Copyright (c) 1998, Business Wire Friday, November 20, 1998 Dell'Oro Group Releases 3Q98 Report; Shared Hub and LAN Switch Market Grew 3 percent in 3Q98; Layer 2 Switched 100 Mbps Ethernet Price Declines Drive Growth PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Nov. 20, 1998--Total sales of Shared Hubs and LAN Switches grew 3 percent ($78 million), to $2.6 billion in 3Q98, according to the Dell'Oro Group's 3Q98 report, published earlier this week. Port shipments grew 11 percent (3 million ports), to 29.4 million. 3Q98 was the first quarter in 1998 in which port shipments grew faster than manufacturer revenues, due to a combination of lower prices and shifts in product mix. Market growth was fueled by Layer 2 100 Mbps Ethernet Switch sales which increased 31 percent during the quarter, despite an average price decline of 17 percent. Gigabit Ethernet Switch sales, which grew 67 percent, also contributed to the market's growth. Market Leaders -- Shared Hubs and LAN Switches Total Market 2Q98 3Q98 MFG Revenue ($M) $2,532.6 $2,610.5 Cisco $816.9 $884.6 3Com $394.9 $405.3 Nortel/Bay Networks $359.6 $353.0 Cabletron $244.8 $265.8 FORE Systems $102.7 $108.1 Xylan $81.1 $86.7 IBM $60.9 $54.8 Allied Telesyn $35.8 $41.8 Hewlett Packard $37.6 $40.9 Lucent $15.0 $36.2 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 nearly 25 manufacturers. The Dell'Oro Group is a research and consulting firm specializing in business planning and strategic competitive analysis in the networking industry. CONTACT: Dell'Oro Group Tobb Dell'Oro, 650/529-2787 ext. 227 www.delloro.com 07:59 EST NOVEMBER 20, 1998

To: john dodson who wrote (4996)	11/20/1998 9:52:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

November 20, 1998 SAN JOSE, CALIFORNIA, U.S.A. : Research published this morning by Dataquest, a division ofthe Gartner Group [NYSE:IT], suggests that, despite the falling cost of hardware, revenues from local area network (LAN) switches are going through the roof. In research that could make PC vendors' jealous, Gartner says that, during the third quarter of this year, revenues topped the $2.1 billion mark. The report notes, however, that, while the routers and LAN switch markets are doing very nicely, the shared media hubs marketplace is struggling. Delving into the research, which is published as part of Dataquest's Networking Worldwide program, the $2.1 billion revenues for the third quarter were some 28.7 percent higher than for the same period last year. Breaking down the figures reveals that Fast Ethernet switches accounted for the lion's share, $1.2 billion, of the $2.1 billion market. According to John Armstrong, a principal analyst for Dataquest, this area of the market, also known as the layer 3 switch market, is performing very strongly. "Layer 3 switches have grown to account for $188 million of the LAN switch market. Layer 3 switches are poised to be one of the fastest growing segments in the coming quarters," he explained. According to Dataquest, during the third quarter, the worldwide router market grew 19.3 percent with revenue reaching $1.6 billion, while shared media hubs revenue slipped to just $516 million in the quarter -- down 44 percent on the same period last year. Armstrong noted that demand for multigigabit routers is continuing to increase, with the result that the networking industry should look out for changes in the multigigabit router space as new market entrants begin to ship products later this year. "Shared media hub port shipments have declined as the lure of higher- performance switching solutions becomes stronger," he explained. Further details of Dataquest's research in the networking marketplace is available on the firm's Web site at dataquest.com . Next Previous \| Previous \| Next \| Respond \| View SubjectMarks Bookmark this Subject Discussion \| People \| MetaCrawler Subject Titles Only Full-Text This Subject Only Send questions and feedback to webmistress@techstocks.com Terms of Use