What are the recent global percentages of worldwide sales in the
ethernet switching marketspace? This includes break out by networking
vendor and global growth rate statistics. Changes by vendor over past
5 years (eg. Cisco grew by x% and Nortel grew by x%) a bonus.

cschmitt..

Thank you for your question.  As a former employee of a major telecom
hardware supplier, your question immediately caught my eye as I
remember when ethernet switches first came to market and I was curious
as to where my former employer, as well as other players, were
situated within that market.

According to a November 2002 Gartner Dataquest report, Cisco was the
leading manufacturer (in revenue) of ethernet switches for the 3rd
quarter of this year with a 72.9% marketshare as opposed to a 63%
marketshare for the 3rd quarter a year ago.  Worldwide, 3rd quarter
revenue totaled almost $3 billion, which was a 1.3% increase over Q3
2001.  Below is a breakdown of the 3Q2002 sales and comparisons with
3Q2001:

----------------------------------------------------------------------
             3Q02 Vendor 3Q02 Market 3Q01 Vendor 3Q01 Market
Vendor         Revenue   Share (%)     Revenue   Share (%)  Growth (%)
---------------------------------------------------------------------
Cisco          2,100.4       72.9      1,789.7       63.0       17.4
3Com             111.4        3.9         87.4        3.1       27.5
Nortel            95.3        3.3        160.5        5.6      -40.6
Extreme           87.6        3.0        102.5        3.6      -14.5
Foundry           68.3        2.4         69.7        2.5       -2.0
Others           416.5       14.4        632.5       22.3      -34.2
Total Market   2,879.5      100.0      2,842.3      100.0        1.3
---------------------------------------------------------------------
Source:
Gartner Dataquest Says Ethernet Switching Shipments on the Rise, but
Revenue Remains Flat in Third Quarter of 2002
http://biz.yahoo.com/bw/021126/262525_1.html

Here are some numbers regarding marketshare from past years:

In 1998, Cisco had 63 percent marketshare in modular ethernet switches
and over 50% market share in Fast Ethernet switches

Source:
Internet Router Market White Paper
http://www.sims.berkeley.edu/courses/is224/s99/GroupF/proj2.html

I was unable to find specific numbers regarding market share, but I
was able to uncover specific, quarter-to-quarter growth numbers over
the last few years.  It is almost a history lesson in the networking
hardware business to see some of the names:

2Q02 Market Leaders
Vendor  Growth 
Cisco  + 10% 
3Com  - 1% 
Nortel  + 11% 
Extreme  - 15% 
Avaya  - 15% 

4Q01 Market Leaders 
Ethernet Switch Market 

Vendor Quarterly Mkt. Share 
Cisco 60.2% 
Nortel 7.3% 
Enterasys 5.0% 
3Com 4.6% 
Extreme 3.9% 

Total Market 1Q00 Quarterly Growth 

Vendor Growth 
Cisco  +15% 
3Com  -4% 
Nortel   -19% 
Cabletron  +2% 
Alcatel  -17% 

3Q00 Market Leaders (Revenue) - Total Ethernet Switch 
Vendor Growth 
Cisco  +19% 
Nortel  +12% 
Cabletron  -16% 
3Com  0% 
Extreme  +29% 
Foundry  +26% 

4Q99 Market Leaders - Ethernet Switch
Total Market 4Q99 Quarterly Growth 
   
VendorGrowth 
Cisco  0% 
3Com -22% 
Nortel  - 4% 
Cabletron + 4% 
Alcatel +23% 

Market Leaders - Shared Hubs & LAN Switches
Total Market 3Q99 Quarterly Growth 
   
Vendor Growth 
Cisco + 12% 
3Com + 8% 
Nortel - 5% 
Cabletron + 4% 
FORE Systems - 13% 
Alcatel - 5% 
Hewlett Packard + 10% 
Allied Telesyn  + 5% 
Lucent + 12% 
Extreme + 24%

Market Leaders - Shared Hubs & LAN Switches
Total Market 2Q99 Quarterly Growth 
   
Vendor Growth 
Cisco + 15% 
3Com  - 2% 
Nortel  - 9% 
Cabletron 0% 
FORE Systems - 1% 
Alcatel + 1% 
Lucent + 13% 
Allied Telesyn  0% 
Hewlett Packard  + 10% 
IBM  +14% 

Market Leaders - Shared Hubs & LAN Switches
Total Market 1Q99 Quarterly Growth 
   
Vendor Growth 
Cisco + 10.6% 
3Com  - 7.5% 
Nortel + 7.0% 
Cabletron + 9.3% 
FORE Systems + 3.2% 
Xylan (Alcatel) - 9.9% 
Lucent + 20.3% 
Allied Telesyn + 15.2%
Hewlett Packard + 12.2% 
IBM - 40.6% 

Market Leaders - Shared Hubs & LAN Switches
Total Market 4Q98 Quarterly Growth 
  
Vendor Rank Growth 
Cisco + 1.5% 
3Com  + 18.1% 
Nortel/Bay Networks  + 9.0% 
Cabletron - 13.7% 
FORE Systems  + 0.1% 
Xylan + 6.2% 
IBM +19.1% 
Allied Telesyn + 10.6% 
Lucent + 25.0% 
Hewlett Packard 1+ 5.0%

Source:
Dell'Oro Group
http://www.delloro.com/PRESS/press_releases.shtml

Thank you again for your question.  If you need any additional
clarification, please let me know.

Regards,

-THV

Search Strategy:
Several combinations of the words ethernet,switches,switching,sales,
market share

---

Request for Answer Clarification by cschmitt-ga on 09 Jan 2003 06:22 PST

Thank you for the information. To understand the percentages better,
do you have the overall market revenue dollar figure for each quarter
you mention? And is this dollar figure available by vendor (eg. to see
how big of a gap there is between #1 player and #2 and so on)? Thanks
for your information.

---

Request for Answer Clarification by cschmitt-ga on 09 Jan 2003 06:22 PST

To clarify my question, I'm looking at $figures for the Dell'Oro info.

---

Request for Answer Clarification by cschmitt-ga on 09 Jan 2003 06:43 PST

Also on hubs and LAN switches, is there nothing more current than '99 numbers???

---

Clarification of Answer by tar_heel_v-ga on 09 Jan 2003 06:49 PST

cschmitt..

Here is the info you requested from the Dell'Oro site.  I have also
additional quarters that I did not provide in my initial response:

2Q02 Market Leaders (Revenue) 
Total Market 2Q02 Quarterly Growth 
MFG Revenue ($M) $1,003 + 6%

4Q01 Market Leaders (Revenue) 
Total Market 4Q01 
MFG Revenue ($M) $2,008

1Q01 Market Leaders (Revenue)
Total Market 1Q01 Quarterly Growth 
MFG Revenue ($M) $3,322 - 14%

4Q00 Market Leaders (Revenue)
Total Market 4Q00 Quarterly Growth 
MFG Revenue ($M) $3,818 +14%

3Q00 Market Leaders (Revenue)
Total Market 3Q00 Quarterly Growth 
MFG Revenue ($M) $3,336 +15%

1Q00 Market Leaders
Total Market 1Q00 Quarterly Growth 
MFG Revenue ($M) $2,688 +6% 

4Q99 Market Leaders
Total Market 4Q99 Quarterly Growth
MFG Revenue ($M) $2474.6 +-1%

3Q99 Market Leaders
Total Market 3Q99 Quarterly Growth 
MFG Revenue ($M) $3,015 + 5%

2Q99 Market Leaders
Total Market 2Q99 Quarterly Growth 
MFG Revenue ($M) $2,886 + 5%

1Q99 Market Leaders
Total Market 1Q99 Quarterly Growth 
MFG Revenue ($M)  $2,782.5 + 2.6%

4Q98 Market Leaders
Total Market 4Q98 Quarterly Growth 
MFG Revenue ($M) $2,729.1 + 4.3%

Total Market 3Q98 Quarterly Growth 
MFG Revenue ($M) $2,610.5 +3% 
Vendor Rank Quarterly Growth 
Cisco  +8% 
3Com  +3% 
Nortel/Bay Networks -2% 
Cabletron  +9% 
FORE Systems  +5% 
Xylan  +7% 
IBM  -10% 
Allied Telesyn  +17% 
Hewlett Packard  +9% 
Lucent  +141% 

Market Leaders Shared Hubs and LAN Switches
Total Market 2Q98  Quarterly Growth  
MFG Revenue ($M) $2,544.6 +8% 
Vendor Rank Quarterly Growth 
Cisco  +10% 
3Com  +9% 
Bay Networks  +16% 
Cabletron  +14% 
FORE Systems  +8% 
Xylan  +11% 
IBM +5% 
Madge  +7% 
Hewlett Packard -13% 
Allied Telesyn  -17% 

Total Market 1Q98  Quarterly Growth  
MFG Revenue ($M) $2,380.5 +1% 
Vendor Rank Quarterly Growth 
Cisco  +26% 
3Com  -2% 
Bay Networks  -20% 
Cabletron  -9% 
FORE Systems  +6% 
Xylan  +19% 
IBM  -3% 
Allied Telesyn  +5% 
Accton  +122% 
Hewlett Packard  -1% 

I hope this helps.

-THV