"

2Q05 Highlights
-- Cisco-Linksys leads overall broadband CPE revenue, ahead of D-Link and
Thomson; all of these vendors have DSL and cable products

-- Worldwide DSL CPE revenue is up 2% but is projected to fall 1% by 2Q06

-- Worldwide cable CPE revenue is up 4% and is projected to grow 5% by
2Q06

-- 47% of worldwide broadband CPE revenue comes from DSL CPE, 27% from
broadband routers, 18% from cable CPE , and the rest from voice
adapters and IP set top boxes

-- 40% of overall broadband CPE revenue is from North America, 30% from
EMEA, 25% from Asia Pacific, and 5% from CALA

Infonetics' report tracks wired and wireless DSL and cable CPE, voice
terminal adapters , IP set top boxes, and broadband routers.com.

optimal modems

Broadband CPE Market Continues to Ride Crest of Worldwide Broadband Boom

At the same time, CPE vendors are being
pushed to cut costs, while adding enhanced functionality such as WLAN,
security, and VoIP.

modem optimize

workings isps

4 billion by 2008, fueled by new
applications and new speeds.

cyberlab datacom

3 billion and unit shipments
grew 5% to 26.
Companies tracked include 2Wire, Actiontec , Arris, Buffalo, Cisco, Cisco-
Linksys, D-Link, Foxconn, Motorola, NETGEAR, Safran, Scientific Atlanta ,
Siemens, Sumitomo, Terayon, Thomson, ZyXEL, and others.

definitive router

(Logo: http://www.

cyberlab definitive

We offer quarterly market share and forecasting, end-user survey
research, service provider survey research, and service provider capex
analysis.

navas cable

com/cgi-bin/prnh/20040820/RESEARCH )
In 4Q04, 21 million broadband CPE units shipped, an increase of 7% from
3Q04.

navas modems

For sales, contact
Larry Howard, vice president , at larry@infonetics.infonetics. As expected, residential gateways showed the strongest growth
in both unit shipments and revenue.com/reports/c14793

Laura Wood
Senior Manager
Research and Markets
press@researchandmarkets.

linksys xdsl

BROMLEY, United Kingdom, The worldwide broadband
modem, router, and gateway market grew 3% to $1.com) is the premier
international market research and consulting firm specializing in data
networking and telecom.

xdsl cyberlab

infonetics. DUBLIN, Ireland, Research and Markets
(http://www.

cyberlab modem

com/reports/c14793) has announced the addition
of 4Q 2004 Broadband CPE Market Share Report to their offering.
It is believed that an increasing number of CPE will incorporate VoIP over
the next several quarters.researchandmarkets.

modems whatis

com or +1 (408) 583-3335.newscom.

modem broadband

7 million between 1Q05 and 2Q05, according to Infonetics
Research's quarterly report, Broadband Modems, Routers, and Gateways.
Download sample data at http://www. We provide a complete view of the market through
constant interaction with equipment manufacturers, service providers,
end-users, chip and component manufacturers, sales channels, and the financial
community .

xdsl broadband

Revenue was up
11% from 3Q04. We plan to track VoIP-enabled equipment in the
Broadband CPE Market Share Report beginning 1Q05.

Topics covered in this report include:

- Cable Modems
- xDSL Modems
- Broadband Routers
- Residential Gateways

Companies Mentioned:

- 2Wire
- 3Com
- Ambit
- Arris
- Belkin
- Buffalo
- Cisco
- D-Link
- Linksys
- Motorola
- Netgear
- Netopia
- Scientific Atlanta
- Siemens
- Terayon
- Thomson Multimedia
- Toshiba
- USR
- Westell
- Zyxel

For more information visit
http://www.

datacom definitive

com
Fax: +353 1 4100 980

router tweaking

Shipments for DSL modems and residential gateway shipments increased.

linksys rp

Overall
revenue is forecast to grow to $5.info.

isps definitive

"In addition, new flavors of DSL and faster 802.

Cable Modems offer a very high speed connection to the Internet, up to 10 MB's per second also known as a 'broadband network bridge,' and is not technically a modem.

rp ool

Forecasts and
market share are updated quarterly and cover all regions (worldwide, North
America, EMEA, Asia Pacific, CALA).
The broadband CPE market is undergoing a transition from being primarily
modem-dominated to gateway centric.

tweaking router

researchandmarkets .
Shipments for cable modems and broadband routers both declined.

broadband modems

"Though some broadband CPE will become commoditized, the integration of
VoIP, security, home networking, and multimedia capabilities will generate new
revenue for CPE products," said Richard Webb, directing analyst at Infonetics
Research .

workings whatis

Infonetics Research (http://www.

broadband rp

11 wireless speeds
will continue to drive CPE replacement purchasing.