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

To: The Phoenix who wrote (24024)	3/30/1999 3:33:00 AM
From: Pigboy	Read Replies (1) \| Respond to of 77397

Re; ADSL. Noticed this in another folder. Ascend seems to be absent here, but I believe it is a matter of time before ASND/LU and CSCO are both in the top 3. Alcatel to Lead 1999 ADSL Market, Allied Business Intelligence Says March 29, 1999 10:59 OYSTER BAY, N.Y., March 29 /PRNewswire/ -- According to a new report by Allied Business Intelligence, Inc. (Oyster Bay, NY), the entire US market for ADSL equipment will be $346 million in 1999. This includes line cards, digital subscriber line access multiplexers (DSLAMs), and customer premises equipment (CPE). The report, The ADSL Broadband Solution: Subscribers, Equipment, and Chipsets in the US Market 1998 - 2004, forecasts the US market for CPE, line cards, DSLAMs, and chipsets from 1998 through 2004. The three top players in the 1999 US asymmetric digital subscriber line (ADSL) equipment market will be Alcatel, the Fujitsu Network Communications/ Orckit Communications alliance, and Cisco Systems. These three manufacturers are ahead of the pack due to their deals with various major local exchange carriers (LECs). LECs provide local phone services. Cisco is supplying CAP-based RADSL gear to US West; FNC/Orckit is supplying gear to GTE; and Alcatel is supplying gear to BellSouth, Bell Atlantic, Ameritech, and SBC. Alcatel will have a 39.1 percent share of the US market -- $135 million in sales. FNC/Orckit will be next, with 24.4 percent or $84 million. Cisco will follow with 19.5 percent or $67 million. Other manufacturers will sell a combined 17.0 percent or $59 million. However, beginning in 1999 G.Lite equipment enter the market. Since equipment produced to this standard by different manufacturers is meant to be interoperable, these leaders will lose many of the advantages of having supplied the initial rollouts. ADSL is a means of supplying broadband services over the standard copper twisted-pair that has provided voice service for many years. Telephone companies are rolling out ADSL in order to offer a low-priced,broadband service as they race other providers, such as the cable industry and its cable modems. Broadband services are being targeted since it increases the revenue per line and per customer. Since most of the US already receives phone service, the best way to raise revenues is not by expanding the customer base, but by increasing revenues per customer. Allied Business Intelligence, Inc. is an Oyster Bay, NY-based technology research think-tank specializing in communications and emerging technology markets. ABI publishes strategic research on the broadband, wireless, electronics, automation, energy and transportation industries. Details of these studies can be found at alliedworld.com. Or call 516-624-3113 for more info. SOURCE Allied Business Intelligence, Inc. /CONTACT: Mark Liggio of Allied Business Intelligence, 516-624-3113/ /Web site: alliedworld.com