WAN Switch Packetized Voice Rises in 2Q02 According to Dell'Oro Group

Business Wire, August 14, 2002

Business Editors/High Tech Writers

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Aug. 14, 2002

According to Dell'Oro Group, during 2Q02 Worldwide Multiservice WAN Switch Market revenues declined 6% sequentially to $639 M. Sales performance was mixed among the different vendors and shipments varied among the technologies and port speeds. Despite the overall revenue decline, port shipments of products that convert TDM Circuit Switch voice traffic to packet traffic (i.e., Voice and ATM OC-3 ports) grew by 4% Q/Q. Multiservice WAN Switches are increasingly being used as gateways to connect the Circuit Switch network with the IP network. Nortel's products in particular have been well received.

                            Market Leaders
                    Voice & ATM OC-3 Port Shipments

                                               Quarterly
Voice & ATM OC-3                  2Q02          Growth
----------------                  ----          ------
Port Shipments (000's)            45.1              4%

Vendor                            Rank          Growth
------                            ----          ------
Nortel                               1             41%
Lucent                               2            - 5%
Alcatel                              3           - 12%

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