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Optical Transport Equipment Market Shows Continued Signs of Recovery According to Dell'Oro Group

Posted on: Monday, 24 May 2004, 06:00 CDT

According to a recently published report by Dell'Oro Group, the Optical Transport Equipment Market continued to show strong signs of recovery in 1Q04. In particular the total worldwide revenue of SONET/SDH equipment grew to $1.1 billion in 1Q04, representing 67% of the total optical transport equipment revenue for the quarter.

"The first calendar quarter is usually the weakest due to seasonality, so an overall Q/Q decline in 1Q04 was expected," said Jimmy Yu, a senior analyst at Dell'Oro Group. "What was not expected, however, was a strong 8% growth over revenues in 1Q03. This is the second sequential quarter of Y/Y growth, pointing toward the recovery of the optical transport equipment market." -0- *T Market Leaders in SONET/SDH --------------------------- (Based on revenue) Market Revenue Y/Y Growth ------ ------- ---------- SONET/SDH $1.1 B 8 % Vendor Rank Growth ------ ---- ------ Lucent 1 28 % Fujitsu 2 45 % Alcatel 3 27 % *T

About the Report

The information reflected above is contained within the Dell'Oro Group Quarterly Optical Transport Report, 1Q04. 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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