Ethernet market declined in 1Q01

June 11, 2001--According to Dell'Oro Group, the Ethernet Switch market (including Layers 2, 3, and 4-7 SLB) gave back the big gain seen in the last quarter of 2000.

June 11, 2001

According to Dell'Oro Group, the Ethernet Switch market (including Layers 2, 3, and 4-7 SLB) gave back the big gain seen in the last quarter of 2000. Revenues declined 14 percent Q/Q to $3.3 billion. Gigabit Ethernet remained relatively healthy with a Q/Q decline of 6 percent.

1Q01 Market Leaders (Revenue) -- Total Ethernet Switch

Total Market -- MFG Revenue ($M)

1Q01: $3,322

Quarterly Growth: -14%

Rank/Vendor/Growth

(1) Cisco: -16%

(2) Nortel: -22%

(3) Enterasys: +5%

(4) 3Com: -26%

(5) Extreme: -29%

(6) Alcatel: -5%

The Dell'Oro Group's Ethernet Switch Report (incl. Hubs & NICs) provides in-depth data and analysis on the following technologies: Ethernet Switches (Layer 2 EN, Layer 3 EN, Layer 4/7 EN Switch & Appliances [10, 100, and 1000 Mbps]). The report focuses on detailed quarterly analysis of market size, market share, port/unit shipments and average selling prices as it pertains to markets and vendors.

About the Dell'Oro Group:

The Dell'Oro Group is a research and consulting firm that specializes in business planning and strategic competitive analysis in the networking industry. The company provides detailed market size and share on a quarterly basis with its Market Summary and Vendor Table series of reports. For more information, visit www.delloro.com.