Market Corner N53 (4)

[                 According to Dell’Oro, the optical transport market grew 11% in 2004, with EMEA growing about 30%. Revenues (excluding cross connects) reached $ 6.9bn. It was the first full year of growth since four years, marked by recovery in a damaged market. Past high growth rates will not return soon, but at least growth is there. Alcatel leads the market, followed by Nortel, Lucent, and Fujitsu.

[                 Triple Play: according to InsightExpress, 81% of European ADSL subscribers are interested in receiving triple play service from one provider. Convenience and enhanced customer service, are the two main compelling reasons. Poor sound and video quality, and loss of service in case of an electricity outage are their main concerns.

[                 According to In-Stat, demand for mobility products increased 25% in 2004. This will lead to changes in mobile PC products and home computing devices.