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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Fun who wrote (25687)	5/14/1999 1:05:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 77400

Mr.Fun,donot try to tell me you can dance on the water, and you knew I will respond.You still did not respond to Terabit regarding technology. Accidentally WAN packet(ATM is part of WAN packet) grew sequentially not 7-10% but 15% over the last two quarters(240,280 and 320 millions). Chack it out. You also have to look at order intake. Excluding the last two quarters, WAN packet grew sequentially 7-10%over 10 Q. I am curious why you always point out contract which are convenient to you. It was not surprise to me that you skip C&W,Global One or SBC where both CSCO and ASND are not present in meaningful way. Bell is upgraded right now 36170's and buying more. May be you should consider different source ,b/c current is not giving you right info. market shares: Newbridge Leads Global ATM Market Newbridge Captures 26 Percent of $1.5 Billion ATM Market The Yankee Group is the latest research company to confirm that Newbridge continues to lead the overall asynchronous transfer mode (ATM) wide area network (WAN) switching market. In its recently published 1999 ATM WAN Switch Market Analysis report, the Yankee Group estimates Newbridge captured 26 percent of the $1.5 billion ATM WAN switching market in 1998. The research findings also project significant growth for ATM WAN switches over the next five years, with the overall market experiencing a compound annual growth rate of 36 percent, resulting in the market reaching approximately $7 billion by 2003. Within this market, core switches and service switches are expected to experience compound annual growth rates of 52 percent and 34 percent respectively. The Yankee Group attributes this growth to several industry trends, most notably the convergence of voice and data technologies. According to the Yankee Group, in order to be competitive in 1999 and beyond, service switches must contain enhanced voice capabilities. Earlier this month, Newbridge Networks took the lead by developing a networking solution that will accelerate the convergence of voice and data services over an integrated, flexible broadband network architecture when it joined TeleHub Technologies Corporation (TTC) and created TeraBridge Technologies. The venture is designed to develop scalable, flexible broadband network solutions for both established and next generation carriers. "Actually delivering a full-featured multiservice switch that provides toll-quality voice and implements all ATM classes of service will certainly be a key differentiator for success in the market," said Jennifer M. Pigg, Senior Vice President, the Yankee Group. "The leading-edge, targeted solutions being developed by Newbridge, as well as the Company's renewed focus on its core product line, will enable Newbridge to remain a strong global leader in the growing ATM market." As voice and data convergence becomes a reality, the Yankee Group believes carriers will upgrade their networks to accommodate voice over ATM and Internet protocol (IP) networks. Several leading research firms concur that the Company's leadership in the global ATM market can be attributed to the Newbridge portfolio of products, which include the industry's largest selling ATM switch, the MainStreetXpress 36170 Multiservices switch. The Company continues to evolve the MainStreetXpress 36170 Switch to meet the present and future needs of more than 325 service provider customers worldwide. The MainStreetXpress 36170 Multiservices Switch offers a broad range of interfaces and service offerings including native cell relay, frame relay, advanced private line, local area network (LAN) internetworking, IP and integral broadband wireless. Newbridge Networks' leadership position in the global ATM market has been recently confirmed by the following major research firms: International Data Corporation confirmed in its ATM and Frame Relay Switching Market Review and Forecast, 1997-2002, that Newbridge continues to lead the worldwide market for ATM edge and enterprise switches with 27.5 percent market share. Dataquest, a Gartner Group Company, in its 1998 North American WAN Market Share and Forecast report, identified Newbridge Networks as the leader in revenues and shipments of ATM backbone switches in North America, with a 34.4 per cent market share. Earlier this year, Dataquest also confirmed that Newbridge leads the ATM and frame relay WAN market in Central and Eastern Europe, with a 46 percent market share in the ATM market and a 29 percent share in the frame relay market. Dataquest also confirmed earlier this year that Newbridge leads the multiservice ATM and frame relay WAN switching market in Europe overall with a 27.5 percent market share. Vertical Systems Group confirmed in a report that Newbridge is the global market share leader in delivering ATM solutions for carriers and Internet service providers (ISPs) with 22.3 percent market share.