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Optical Transport Market Shows Positive Growth in 3Q03 According to Dell'Oro Group

Posted on: Thursday, 13 November 2003, 06:00 CST

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Nov. 13, 2003--According to Dell'Oro Group, the Optical Transport equipment market grew 1% Q/Q in 3Q03 to $1.52 billion. "This is the first positive Q/Q growth we have seen since the market downturn began in early 2001," said Jimmy Yu, an Analyst with the firm.

The Dense Wave Division Multiplexing (DWDM) Metro segment continued to grow strongly, and posted its second consecutive quarter of 20% Q/Q growth. In 3Q03, the vendor with the largest market share gain was Cisco Systems; contributing almost half of the total DWDM Metro market growth.


Optical Transport Market
------------------------
(Based on revenue)


Technology Segment Revenue in 3Q03 Q/Q Growth
------------------ --------------- ----------
DWDM Metro 20 %
DWDM LH -12 %
SONET/SDH ADM 5 %
SONET/SDH MS -1 %
Optical Switch 12 %
--------------------------------------------------------------
Total $1.52 B 1 %

About the Report

The information reflected above is contained within the Dell'Oro Group Quarterly Optical Transport Report, 3Q03. The Optical Transport Report focuses on detailed quarterly analysis of market size, market share, port/unit shipments, and average selling prices by technology segment: DWDM-Long Haul Terrestrial, DWDM-Metro, SONET/SDH ADM, SONET/SDH Multiservice, and Optical Switches.

To purchase this report, contact Julie Learmond-Criqui at 650-622-9400 ext. 223 or via email at julie@delloro.com.

About Dell'Oro Group

Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the networking and telecommunications industries. Our Quarterly Reports and 5-Year Forecasts offer detailed quantitative information on revenues, port and/or unit shipments, and average selling prices. It is through our process of rigorous analysis and validation that we can provide accurate and timely information to our clients. Our goal is to help companies maintain their competitive edge in a changing and growing market place.

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