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To: cgraham who wrote (31263)5/26/1999 9:03:00 AM
From: Moonray  Read Replies (1) | Respond to of 45548
 
Dell'Oro Group Releases 1Q99 Report; Shared Hub and LAN Switch Market
Grew 3% in 1Q99; Layer 2 Fast Ethernet Switches and Gigabit Ethernet
Switches Drive Growth - BUSINESS WIRE, 08:08 a.m. May 26, 1999 Eastern

PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--May 26, 1999--Total
sales of Shared Hubs and LAN Switches grew 3% ($53 million), to $2.8
billion in 1Q99, according to the Dell'Oro Group's 1Q99 report, published
last week. Port shipments grew 4% (1.5 million ports), to 32.7 million.
This growth came from Layer 2 Fast Ethernet Switches which grew by
$190 million (16%), and Gigabit Ethernet Switches which grew by $60
million (48%), during the quarter.

Cisco Systems showed robust growth in Layer 2 100 Mbps Switching
(both fixed and modular) as well as Gigabit Ethernet Switching. Cabletron
showed strong port growth in the Layer 3 Ethernet Switch market,
growing to become the market leader with 143 thousand ports shipped.
Market Leaders - Shared Hubs & LAN Switches

Quarterly
Total Market 1Q99 Growth
------------ -------- ---------
MFG Revenue ($M) $2,782.5 + 2.6%

Vendor Rank Growth
------ ---- ------
Cisco 1 + 10.6%
3Com 2 - 7.5%
Nortel Networks 3 + 7.0%
Cabletron 4 + 9.3%
FORE Systems 5 + 3.2%
Xylan (Alcatel) 6 - 9.9%
Lucent 7 + 20.3%
Allied Telesyn 8 + 15.2%
Hewlett Packard 9 + 12.2%
IBM 10 - 40.6%
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 hundreds of 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.

Copyright 1999, Business Wire

o~~~ O



To: cgraham who wrote (31263)5/26/1999 9:41:00 PM
From: JDGarza  Read Replies (1) | Respond to of 45548
 
They haven't jumped in with both feet yet. I suspect that they are waiting to see the results of VII launch for one and some other things...but this waiting and holding on is getting to me I've got to tell ya!