Ultra-high end router market sales rise in 2Q01

Sales of ultra-high end routers (OC-192 capable) rose 16 percent Q/Q to $286 million according to a Dell'Oro Group report. Cisco's OC-192 product, the 12400 Series Internet Router, achieved its first full quarter of manufacturing production. Pent-up customer demand particularly for the 10 Gbps line cards propelled sales during 2Q01. Avici made significant gains in 2Q01 growing to 8 percent market share.

Market Leaders -- Ultra-High End Routers (OC-192 capable)

Quarterly Total Market: MFG Revenue ($M) $286

1Q01 Growth: +16 percent

Rank/Vendor/Growth

(1) Cisco: +366 percent

(2) Juniper: -40 percent

(3) Avici: +36 percent

The information reflected above is in Dell'Oro's "High End Router Report." This report focuses on detailed quarterly analysis of market size, market share, port/unit shipments and average selling prices as it pertains to markets and vendors. There are two segments included in the Report: OC-192 capable and OC-48 capable. Sample products that can be found in the Ultra-High End Router (OC-192 capable) Gbps segment include Avici's Terabit Switch Router; Cisco Systems' 12400 Series Internet Routers; and Juniper Networks' M160 Internet Backbone Router. Sample products that can be found in the High End Router (OC-48 capable) segment include Cisco Systems' GSR 12000 Series Routers and Juniper Networks' M40 and M20 Routers.

About The Dell'Oro Group:

The Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the networking industry. For more information, visit www.delloro.com.