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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (9642)	2/14/1999 12:49:00 PM
From: nord	Read Replies (1) \| Respond to of 18016

Doug I guess if anyone knew the answer to your questions there would not be more than one networker in the game. Each has different strengths and market allignments. NN technology going forward is where I am looking. I was not long the company til the last 6 months and I have been pretty happy with the companies direction price of stock and future prospects thus far. All that could change tomorrow as is the nature of technology investing. For now I am happy here at this price. NEWBRIDGE LEADS GLOBAL ATM MARKET: INDUSTRY ANALYSTS CONCUR Three major industry research firms have confirmed Newbridge's number one position worldwide for ATM equipment. In their most recent research findings Vertical Systems Group, International Data Corporation (IDC) and Dataquest concur that Newbridge is the industry-leading provider of ATM solutions. 22.3 percent market share in sales to fast growing carrier and ISP segment worldwide - Vertical Systems Group Vertical Systems Group Vertical Systems projects that Newbridge will maintain its leading position in the worldwide ATM carrier switch market with a share of 25.1 percent in 1998. When combined with sales to ISPs, Newbridge again leads the industry with 22.3 percent market share. Sales of ATM equipment to carriers from 1997 to 2001 is expected to grow at a compound annual growth rate (CAGR) of 37 percent, while sales of ATM equipment to ISPs will grow at a CAGR of 54 percent in the same time period, according to Vertical Systems. Vertical Systems Group projects ATM equipment revenue will surpass frame relay equipment revenue in 1998. The ATM equipment market is forecast to grow at a CAGR of 33 percent worldwide, from $2.1 billion in 1997 to $6.7 billion in 2001. Sales of ATM equipment in the U.S. is projected to grow from $1.1 billion in 1997 to almost $3 billion in 2001. ATM equipment revenue is projected to grow even more rapidly in markets throughout the world outside the U.S. The European market for ATM equipment is projected to grow at a CAGR of 41 percent from $439 million in 1997 to $1.7 billion in 2001. 27.5 percent leading market share in ATM Edge/Enterprise Switch revenues worldwide - International Data Corporation (IDC) International Data Corporation IDC reports that Newbridge continued to lead the market in ATM Edge/Enterprise Switch revenues worldwide with 27.5 percent market share, a one percent gain over 1996. The report also found Newbridge increased market share for frame relay and ATM WAN switch revenues with 21.1 percent market share compared to 19 percent a year ago. The findings are contained in the recently published IDC report: ATM and Frame Relay Switching Market Review and Forecast, 1997-2002. According to the IDC report, "Newbridge Networks continued its market leadership with a share of 27.5 percent on the strength of its MainStreetXpress 36150 Access Switch and MainStreetXpress 36170 Multiservices Switch products, the vast majority of which are shipped to carrier customers". IDC also noted: "In the long term, carriers are looking to introduce ATM technology into their voice networks to take advantage of its efficient use of bandwidth and multiservices capability." IDC forecasts that the ATM Edge/Enterprise segment of the market will grow from $1.44 billion in 1997 to $4.91 billion in 2002. 34.4 percent leading market share in revenue and shipments of ATM backbone switches in North America - Dataquest Dataquest The Newbridge leadership position in the ATM marketplace is further reinforced by Dataquest's 1998 North American WAN Market Share and Forecast report. Dataquest identified Newbridge as the leader in revenue and shipments of ATM backbone switches in North America with 34.4 percent market share, a growth of 6.6 percent over 1996 figures. According to the report, "Dataquest predicts healthy growth in the ATM WAN backbone market over the next five years, growing from $855 million in 1997 to $2.6 billion in 2002, representing a compound annual growth rate (CAGR) of about 23 percent." ------------------------------------------------------------------------ Industry-Leading Multiservice, Multi-access ATM Platform Installed in more than 280 service provider networks worldwide, the Siemens / Newbridge MainStreetXpress 36170 Multiservices Switch is the industry's leading multiservice, multi-access ATM platform. The MainStreetXpress 36170 switch's broad range of interfaces and service offerings, including native cell relay, frame relay, advanced private line, LAN internetworking, Internet Protocol (IP), xDSL and broadband wireless, enables companies to take advantage of the cost and performance benefits provided by a powerful multiservice, multi-access platform. The 36170 switch offers interfaces ranging from sub-T1 speeds to OC-12, features such as ATM Forum-compliant inverse multiplexing over ATM (IMA) and switched virtual circuits (SVCs). It scales from 800 Mb/s to more than 50 Gb/s in a fully redundant mode (100 Gb/s switching capacity), and more than 30,000 T1, frame relay, circuit emulation or native cell relay ports per system.