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Ethernet Switch Market Revenues Surge in 1Q04 According to Dell'Oro Group

Posted on: Thursday, 20 May 2004, 06:00 CDT

According to a report published by Dell'Oro Group, revenues for the Ethernet Switch market increased 16% sequentially to $3.2 billion in 1Q04. This increase follows flat revenue growth in 4Q03. "While all major segments of the market grew, Gigabit Ethernet had a particularly strong quarter, with revenues from this segment exceeding Fast Ethernet revenues for the first time. Most of this growth was driven by recently-introduced, high-density Gigabit-over-Copper switches and line cards targeted for server and desktop connectivity," said Seamus Crehan, Director at Dell'Oro Group.

"Typically the first quarter is the weakest quarter of the year for the Ethernet Switch market, due to seasonal spending patterns. However, 1Q04 was exceptionally strong, in part, due to shipments and revenues being delayed from 4Q03," added Crehan. -0- *T 1Q04 Market Leaders (Revenue) Total Ethernet Switch Market Quarterly Total Market 1Q04 Growth ---------------------------------------------------------------------- MFG Revenue ($M) $3,172 16% Vendor Rank Growth ---------------------------------------------------------------------- Cisco 1 25% Nortel 2 -9% HP 3 7% 3Com 4 0% Foundry 5 -9% Extreme 6 6% *T

About the Report

Dell'Oro Group's Ethernet Switch Report provides in-depth data and analysis on the following technologies: Ethernet Switches (Layer 2, Layer 3 (100, 1000 Mbps and 10 Gbps), and Layer 4/7 (100, 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. To purchase this report, please contact Julie Learmond-Criqui at 650-622-9400 ext. 223 or via e-mail to julie@delloro.com.

About Dell'Oro Group

Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the networking and telecommunications industries. Our Quarterly Reports and 5-Year Forecasts offer detailed quantitative information on revenues, port and/or unit shipments, and average selling prices.

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