The Black Box

[wahz]

This may be new but its more of the same thing we keep seeing with sons...continues the mysery why as voip explodes at a compounding rate of 40% plus for years to come, folks like Cody Willard think its early, and why sons isn't ALWAYS mentioned. It may simply be pro's worried about the accounting issues.

And NT is the big winner here, but its as far from a pure play as one can get. Poor NT: well positioned in fo, voip, and wireless and it can't add:


NOVEMBER 25, 2004

Carrier VOIP Equipment Rises 51%

---------------------------

BETHESDA, Md. -- According to DITTBERNER's Worldwide NGN Quarterly Shipments Analysis, worldwide Media Gateway and Softswitch IP port shipments increased by 51.2% over the last quarter.

Nortel leads the worldwide softswitch market in the third quarter of 2004 with 24.83% of port shipments. Huawei Technologies is second with 21.86% market share. Sonus, Siemens and Italtel rounded out the top five vendors.



Table 1: Q3 2004 Worldwide Softswitch RTU (Right to Use) VoIP License Port Shipments

Company Market Share %
Nortel Networks 24.83%
Huawei Technologies 21.86%
Sonus Networks 14.97%
Siemens 11.31%
Italtel 9.71%
Others 17.32%
Total 100%




Huawei is leading in the VoIP Media Gateway market with 24.85% of port shipments, followed by Nortel with 17.91% market share.


Table 2: Q3 2004 Worldwide Media Gateway Port Shipments

Company Market Share %
Huawei Technologies 24.85%
Nortel Networks 17.91%
Cisco 15.81%
Sonus Networks 14.02%
Ericsson 10.61%
Others 16.80%
Total 100%




Aggressive deployments in China and network migration projects in North America propelled the worldwide VoIP equipment market to record growth in the third quarter of 2004. On a regional basis, sales of softswitches and media gateways in Asia Pacific were particularly strong.


Table 3: Q3 2004 Regional Softswitch Ranking

NA AP EMEA CALA
1. Nortel 1. Huawei 1. Italtel 1. Nortel
2. Sonus 2. Siemens 2. Cirpack 2. Siemens
3. Siemens 3. Nortel 3. Nortel 3. Italtel





Table 4: Q3 2004 Regional Media Gateway Ranking

NA AP EMEA CALA
1. Nortel 1. Huawei 1. Ericsson 1. Siemens
2. Sonus 2. Siemens 2. Cisco 2. Nortel
3. Cisco 3. Ericsson 3. Nortel 3. Cisco




Dittberner Associates Inc.



--------------------------------------------------------------------------------