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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: matt fahy who wrote (25774)	12/3/1998 9:47:00 AM
From: joe	Respond to of 45548

...bit of a late start for me folks, but first thing I notice is: coordinated european rate-cut HOLY MOLY!!! GREAT STUFF!!!! (these europeans seem to be getting smarter lately...I thought we wouldn't see this till 2Q '99, if at all) 3Q '99 COMS revs will explode

To: matt fahy who wrote (25774)	12/3/1998 9:52:00 AM
From: Moonray	Respond to of 45548

Dell'Oro Group 3Q98 Router & Remote Access Report; New Products Propel Router Market Sales - BW, 08:08 a.m. Dec 03, 1998 Eastern PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Dec. 3, 1998--Router sales grew $106 million Q/Q to $1.48 billion and Remote Access sales grew $45 million Q/Q to $616 million in 3Q98 -- 8 percent growth Q/Q for both markets, according to the Dell'Oro Group's 3Q98 report released in mid-November. The Router & Remote Access markets have been flat since early 1997 due to products transitioning from data-only devices to multi-service voice and data devices. Market Leaders - Routers Total Market 2Q98 3Q98 MFG Revenue ($M) $1,372 $1,478 Cisco $895 $991 Nortel/Bay $48 $59 3Com $50 $41 <----- OUCH! IBM $33 $40 Motorola $34 $31 AVM $27 $27 Ascend $18 $23 Cabletron $12 $13 Market Leaders - Remote Access Total Market 2Q98 3Q98 MFG Revenue ($M) $571 $616 Ascend $138 $175 Cisco $143(a) $169(a) 3Com $158 $151 <----- OUCH! Lucent $21 $27 Nortel/Bay $29 $24 Shiva $24 $20 (a) Cisco reports approximately $30 million of their router revenue in the Remote Access market. 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