Gartner: Service provider revenue up

The worldwide service provider router (SPR) market totaled $541 million in revenue in Q3 2003, a 19% increase from Q2 2003, according to Gartner, Inc. This is the second consecutive quarter of positive growth since the beginning of 2002. which gives reason for optimism that the SPR market will enjoy sustained growth in 2004.

Worldwide Service Provider Router Vendor Revenue Estimates for 3Q03

(Millions of Dollars) ---------------------------------------------------------------------- Vendor 3Q03 Vendor Revenue 3Q03 Market Share (%) ---------------------------------------------------------------------- Cisco 298.6 55.2 Juniper 143.0 26.4 Nortel 28.6 5.3 Redback 21.6 4.0 Others 49.2 9.1 Total 541.0 100.0 ---------------------------------------------------------------------- Source: Gartner Dataquest (November 2003)

Worldwide Service Provider Router Vendors' Shipments Estimates for 3Q03

(Units) ---------------------------------------------------------------------- Vendor 3Q03 Shipments 3Q03 Market Share (%) ---------------------------------------------------------------------- Cisco 1,954 51.4 Juniper 1,135 29.9 Redback 179 4.7 Nortel 177 4.7 Others 357 9.1 Total 3,802 100.0 ---------------------------------------------------------------------- Source: Gartner Dataquest (November 2003)