ATM: VIRTUAL NETWORK REVOLUTION -- EQUIPMENT FORECASTS TO MARKET OPPORTUNITIES

Transcription

1 ATM: VIRTUAL NETWORK REVOLUTION -- EQUIPMENT FORECASTS TO MARKET OPPORTUNITIES ATM broadband communications growth is evolving as networks become congested with the increase in data used for distributed processing. Competition with private networks, efficient delivery of enterprise data, virtual networks, video conferencing, and other data transactions represent significant market growth drivers. Replace private networks with broadband carrier ones Implement video conferencing Implement groupware Relieve overloaded frame relay and Ethernet LAN networks as a result of increases in computing speed and power Simplify access to the backbone Provide new open system technologies Interconnect desktop computing power so it can be harnessed for enterprise use during time when employees not using computers Support strategic partnering Support suppliers, distributors, and sales force from the enterprise ATM will simplify access to the backbone as other network systems become overloaded. ATM promises to be very competitive in price with other technologies. As this happens, significant growth will occur. ATM market growth is anticipated for all networks segments. LAN environments will have significant growth as workers at every level share more data with each other and access more information electronically. REPORT NO. A PAGES 65 TABLES AND FIGURES 1996 $2,800

2 Decreasing price points in the desktop ATM-25 market segment represent a unique market growth factor. Quality of service and reliability represent market drivers. Enterprise systems markets will be driven by new Intranet implementations. Carriers promise to purchase ATM switches to compete more effectively and efficiently with private networks and to implement new services. Key Findings of Study ATM migration paths are creating demand for products Network overloads are creating need for more bandwidth ADAPTEC ADC KENTROX AGILE NETWORKS ATMNET ALCATEL AT&T BAY NETWORKS CABLETRON CASCADE CISCO 3COM CORPORATION CROSSCOMM DIGITAL EQUIPMENT DYNATECH/TTC EFFICIENT NETWORKS FASTCOMM COMMUNICATIONS FORE SYSTEMS FUJITSU GENERAL DATACOMM HEWLETT-PACKARD IBM INTERPHASE LANOPTICS LUCENT TECHNOLOGIES MADGE NETWORKS EXECUTIVE SUMMARY I MARKET PROFILE MARKET SHIFTS IMPLEMENTATION OF Key Market Directions and Opportunities Network congestion can be alleviated by ATM Private networks can be replaced by carrier based ATM COMPANY PROFILES REPORT OUTLINE VIRTUAL CORPORATION II MARKET ANALYSIS OVERVIEW Applications will drive ATM implementation Companies are positioning to sell complete solutions MICROSOFT NCR NETSCAPE NCUBE NETWORK EQUIPMENT TECHNOLOGIES, INC. NEWBRIDGE NETWORKS NORTHERN TELECOM LIMITED ALL-OPTICAL NETWORKING CONSORTIUM PACIFIC TELESIS RSA DATA SECURITY SPRINT SIEMENS STRATACOM SUN MICROSYSTEMS U.S. ROBOTICS WHITTAKER WHITETREE XYLAN REPORT METHODOLOGY This is the eleventh in a series of market forecasts of networking and interoperability. The project leaders have significant experience preparing industry studies. Forecasts are based on primary research and proprietary data bases. Indepth interviews are conducted with a broad range of key participants and opinion leaders. NETWORKING PRODUCTS COMPUTER MARKET ETHERNET SWITCHING FRAME RELAY TOKEN RING REMOTE ACCESS

3 ATM TRIALS TIME WARNER ORLANDO NORTH CAROLINA III PRODUCT POSITIONING BUSINESS CONCERNS ATM SWITCHES SCALABLE ~ ARCHITECTURES ATM LAN SWITCHES FORE BAY NETWORKS IBM DIGITAL EQUIPMENT CISCO 3COM CASCADE COMMUNICATIONS XYLAN WHITTAKER MADGE ENTERPRISE LAN / WAN ATM STRATACOM NEWBRIDGE NETEDGE SYSTEMS WIDE AREA NETWORK SWITCHES FUJITSU DESKTOP ATM FIRST VIRTUAL WHITETREE ATM ANALYSIS HEWLETT-PACKARD TELENEX, ADTECH TEKELEC, TTC/DYNATEC H ATM HEADEND, WEBTOP IV ATM TECHNOLOGY DEPLOYMENT CONSTRAINTS NETWORK MANAGEMENT LOCAL AREA NETWORK FRAME RELAY/ATM INTERNETWORKING TOKEN RING/ATM INTERNETWOKING ETHERNET/ATM WORKGROUP SWITCHING LAN EMULATION STANDARDS AND PROTOCOLS SWITCHED ETHERNET/ATM COMPATIBILITY CABLE TV BROADBAND CONGESTION AVOIDANCE RELIABILITY FIBER BASED SWITCHED VIRTUAL ~ CIRCUITS SUBCLASSES DYNAMIC BIT RATE BAND ALLOCATION ATM EDGE TECHNOLOGY NETWORK CONTROL SYSTEMS MANAGEMENT CABLE MODEM ATM ANALYSIS ISDN ENCRYPTION RESOURCE PLANNING FAULT MANAGEMENT DYNAMIC ALLOCATION NETWORK INTELLIGENCE V ATM FORECASTS SUMMARY FORECASTS VIRTUAL NETWORKS GROWTH FACTORS MARKET SHARES: MARKET FORECASTS: INSTALLED BASE: LOCAL AREA NETWORK ENTERPRISE CARRIER BACKBONE DESK TOP ATM LIST OF TABLES AND FIGURES FORECASTS AND MARKET SHARES BY SEGMENT ATM Market Shares, 1995 ATM Forecasts, ATM Port Shipments, ATM Installed Base, ATM Penetration, LAN SWITCHES ENTERPRISE SWITCHES CARRIER SWITCHES DESKTOP ADAPTERS ATM SERVICES, SERVICES DESCRIPTIONS FORCES CREATING NEED FOR MORE ~ COMMUNICATIONS NETWORK ~ THROUGHPUT ANALYSIS EQUIPMENT ATM HUB MARKET ATM NETWORK SERVICES VI. APPLICATIONS DRIVING ATM IMPLEMENTATION ATM APPLICATION MARKET DRIVERS DISTANCE LEARNING REMOTE DELIVERY OF HEALTH CARE TELEMEDICINE VIDEO CONFERENCING INTERACTIVE VIDEO BILLING SYSTEMS CD ROM DELIVERY VIDEO ARRAIGNMENT VII STRATEGIC MARKETING, STRATEGIC ALLIANCES ACQUISITIONS OVERVIEW MARKETING DISTRIBUTION STRATEGIC POSITIONING FORE/GENERAL INSTRU- MENT/MICROSOFT / FORE/ CABLELABS MOTOROLA AND SUN MICROSYSTEMS MICROSOFT AND DIRECT TV NETSCAPE/AT&T/AMERICA ONLINE SPRINT, DEUTSCHE TELEKOM, AND FRANCE TELECOM GENERAL DATACOMM/DIGITAL NORTEL/FORE SYSTEMS ACQUISITIONS MULTI-COMPANY ISDN

4 DRIVING FORCES FOR ATM ABOUT THE COMPANY WinterGreen Research, founded in 1985, provides strategic market assessments in telecommunications, communications equipment, health care and advanced computer technology. Industry reports focus on opportunities that will expand existing markets or develop major new markets. The reports assess new product and service positioning strategies; new and evolving technologies; and technological impacts on products, services, and markets. Market shares are estimated. Leading market participants are profiled, and their marketing strategies, acquisitions, and strategic alliances are discussed. The principals of WinterGreen Research have been involved in analysis and forecasting of international business opportunities in telecommunications and advanced computer technology markets for over 30 years. ABOUT THE PRINCIPALS Ellen T. Curtiss, Technical Consultant, co-founder of WinterGreen Research, conducts strategic and market assessments in technology-based industries. Previously she was a member of the staff of Arthur D. Little, Inc., for 23 years, most recently as Vice President of Arthur D. Little Decision Resources, specializing in strategic planning and market development services. A graduate of Boston University and the Program for Management Development at Harvard Graduate School of Business Administration, she is a Chartered Financial Analyst. Susan Eustis, President, co-founder of WinterGreen Research, has done research in communications and computer markets and applications. She holds several patents in microcomputing and parallel processing. She is the author of recent studies of the Regional Bell Operating Companies' marketing strategies and of a study of telecommunications company positioning in the European market. Ms. Eustis is a graduate of Barnard College. ORDER FORM Return to: WinterGreen Research, Inc. Tel (617) Raymond Street Fax (617) Lexington, MA USA ellentc@tiac.net Please enter my order for: ATM: VIRTUAL NETWORK REVOLUTION -- EQUIPMENT FORECASTS TO 2000 Enclosed is my check for $2800 Please bill my company using P.O. Number Please charge my American Express Card Number Exp. Date Please charge my MasterCard/Visa Card Number Exp. Date Additional $375 (Extra copy price in effect only with initial order) Signature X Name Company Address Division City State Zip Telephone Fax Please Note: Residents of Massachusetts and Connecticut must include appropriate sales tax. Subscribers outside the United States must provide prepayment in U.S. Funds Title Date : :

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