4Q 2003 Ethernet Switch Market Analysis

Executive Summary

Methodology

Ethernet Switch Vendors

3Com

Alcatel

Allied Telesyn

Avaya

Cisco Systems

D-Link

Enterasys

Extreme Networks

Foundry Networks

HP

Cisco

Linksys (Cisco)

NetGear

Nortel Networks

List of Tables


Table 1. Layer 2/3/4-7 Total Ethernet Shipments (Ports in Thousands)

Table 2. Layer 2/3/4-7 Total Ethernet Sales (US$ in Millions)

Table 3. Layer 2/3/4-7 Fixed Ethernet Shipments (Ports in Thousands)

Table 4. Layer 2/3/4-7 Fixed Ethernet Sales (US$ in Millions)

Table 5. Layer 2/3/4-7 Modular Ethernet Shipments (Ports in Thousands)

Table 6. Layer 2/3/4-7 Modular Ethernet Sales (US$ in Millions)

Table 7. Layer 2 Ethernet Shipments (Ports in Thousands)

Table 8. Layer 2 Ethernet Sales (US$ in Millions)

Table 9. Layer 3 Ethernet Shipments (Ports in Thousands)

Table 10. Layer 3 Ethernet Sales (US$ in Millions)

Table 11. Layer 4-7 Ethernet Shipments (Ports in Thousands)

Table 12. Layer 4-7 Ethernet Sales (US$ in Millions)

Table 13. Layer 2 Fixed Ethernet Shipments (Ports in Thousands)

Table 14. Layer 2 Fixed Ethernet Sales (US$ in Millions)

Table 15. Layer 2 Modular Ethernet Shipments (Ports in Thousands)

Table 16. Layer 2 Modular Ethernet Sales (US$ in Millions)

Table 17. Layer 3 Fixed Ethernet Shipments (Ports in Thousands)

Table 18. Layer 3 Fixed Ethernet Sales (US$ in Millions)

Table 19. Layer 3 Modular Ethernet Shipments (Ports in Thousands)

Table 20. Layer 3 Modular Ethernet Sales (US$ in Millions)

Table 21. Layer 4-7 Fixed Ethernet Shipments (Ports in Thousands)

Table 22. Layer 4-7 Fixed Ethernet Sales (US$ in Millions)

Table 23. Layer 4-7 Modular Ethernet Shipments (Ports in Thousands)

Table 24. Layer 4-7 Modular Ethernet Sales (US$ in Millions)

Table 25. MANAGED Layer 2 Fixed Ethernet Shipments (Ports in Thousands)

Table 26. MANAGED Layer 2 Fixed Ethernet Sales (US$ in Millions)

Table 27. UNMANAGED Layer 2 Fixed Ethernet Shipments (Ports in Thousands)

Table 28. UNMANAGED Layer 2 Fixed Ethernet Sales (US$ in Millions)

Table 29. Layer 2/3/4-7 Total Fast Ethernet Shipments (Ports in Thousands)

Table 30. Layer 2/3/4-7 Total Fast Ethernet Sales (US$ in Millions)

Table 31. Layer 2/3/4-7 Fixed Fast Ethernet Shipments (Ports in Thousands)

Table 32. Layer 2/3/4-7 Fixed Fast Ethernet Sales (US$ in Millions)

Table 33. Layer 2/3/4-7 Modular Fast Ethernet Shipments (Ports in Thousands)

Table 34. Layer 2/3/4-7 Modular Fast Ethernet Sales (US$ in Millions)

Table 35. Layer 2 Fast Ethernet Shipments (Ports in Thousands)

Table 36. Layer 2 Fast Ethernet Sales (US$ in Millions)

Table 37. Layer 3 Fast Ethernet Shipments (Ports in Thousands)

Table 38. Layer 3 Fast Ethernet Sales (US$ in Millions)

Table 39. Layer 4-7 Fast Ethernet Shipments (Ports in Thousands)

Table 40. Layer 4- Fast Ethernet Sales (US$ in Millions)

Table 41. Layer 2 Fixed Fast Ethernet Shipments (Ports in Thousands)

Table 42. Layer 2 Fixed Fast Ethernet Sales (US$ in Millions)

Table 43. Layer 2 Modular Fast Ethernet Shipments (Ports in Thousands)

Table 44. Layer 2 Modular Fast Ethernet Sales (US$ in Millions)

Table 45. Layer 3 Fixed Fast Ethernet Shipments (Ports in Thousands)

Table 46. Layer 3 Fixed Fast Ethernet Sales (US$ in Millions)

Table 47. Layer 3 Modular Fast Ethernet Shipments (Ports in Thousands)

Table 48. Layer 3 Modular Fast Ethernet Sales (US$ in Millions)

Table 49. Layer 4-7 Fixed Fast Ethernet Shipments (Ports in Thousands)

Table 50. Layer 4-7 Fixed Fast Ethernet Sales (US$ in Millions)

Table 51. Layer 4-7 Modular Fast Ethernet Shipments (Ports in Thousands)

Table 52. Layer 4-7 Modular Fast Ethernet Sales (US$ in Millions)

Table 53. MANAGED Layer 2 Fixed Fast Ethernet Shipments (Ports in Thousands)

Table 54. MANAGED Layer 2 Fixed Fast Ethernet Sales (US$ in Millions)

Table 55. UNMANAGED Layer 2 Fixed Fast Ethernet Shipments (Ports in Thousands)

Table 56. UNMANAGED Layer 2 Fixed Fast Ethernet Sales (US$ in Millions)

Table 57. Layer 2/3/4-7 Total Gigabit Ethernet Shipments (Ports in Thousands)

Table 58. Layer 2/3/4-7 Total Gigabit Ethernet Sales (US$ in Millions)

Table 59. Layer 2/3/4-7 Fixed Gigabit Ethernet Shipments (Ports in Thousands)

Table 60. Layer 2/3/4-7 Fixed Gigabit Ethernet Sales (US$ in Millions)

Table 61. Layer 2/3/4-7 Modular Gigabit Ethernet Shipments (Ports in Thousands)

Table 62. Layer 2/3/4-7 Modular Gigabit Ethernet Sales (US$ in Millions)

Table 63. Layer 2 Gigabit Ethernet Shipments (Ports in Thousands)

Table 64. Layer 2 Gigabit Ethernet Sales (US$ in Millions)

Table 65. Layer 3 Gigabit Ethernet Shipments (Ports in Thousands)

Table 66. Layer 3 Gigabit Ethernet Sales (US$ in Millions)

Table 67. Layer 4-7 Gigabit Ethernet Shipments (Ports in Thousands)

Table 68. Layer 4-7 Gigabit Ethernet Sales (US$ in Millions)

Table 69. Layer 2 Fixed Gigabit Ethernet Shipments (Ports in Thousands)

Table 70. Layer 2 Fixed Gigabit Ethernet Sales (US$ in Millions)

Table 71. Layer 2 Modular Gigabit Ethernet Shipments (Ports in Thousands)

Table 72. Layer 2 Modular Gigabit Ethernet Sales (US$ in Millions)

Table 73. Layer 3 Fixed Gigabit Ethernet Shipments (Ports in Thousands)

Table 74. Layer 3 Fixed Gigabit Ethernet Sales (US$ in Millions)

Table 75. Layer 3 Modular Gigabit Ethernet Shipments (Ports in Thousands)

Table 76. Layer 3 Modular Gigabit Ethernet Sales (US$ in Millions)

Table 77. Layer 4-7 Fixed Gigabit Ethernet Shipments (Ports in Thousands)

Table 78. Layer 4-7 Fixed Gigabit Ethernet Sales (US$ in Millions)

Table 79. Layer 4-7 Modular Gigabit Ethernet Shipments (Ports in Thousands)

Table 80. Layer 4-7 Modular Gigabit Ethernet Sales (US$ in Millions)

Table 81. MANAGED Layer 2 Fixed Gigabit Ethernet Shipments (Ports in Thousands)

Table 82. MANAGED Layer 2 Fixed Gigabit Ethernet Sales (US$ in Millions)

Table 83. UNMANAGED Layer 2 Fixed Gigabit Ethernet Shipments (Ports in Thousands)

Table 84. UNMANAGED Layer 2 Fixed Gigabit Ethernet Sales (US$ in Millions)

Table 85. COPPER Gigabit Ethernet Shipments (Ports in Thousands)

Table 86. COPPER Gigabit Ethernet Sales (US$ in Millions)

Table 87. FIBER Gigabit Ethernet Shipments (Ports in Thousands)

Table 88. FIBER Gigabit Ethernet Sales (US$ in Millions)

Table 89. Layer 2/3/4-7 Total 10 Gigabit Ethernet Shipments (Ports)

Table 90. Layer 2/3/4-7 Total 10 Gigabit Ethernet Sales (US$ in Millions)

Table 91. Layer 2/3/4-7 Total Port Shipments and Manufacturer's Revenue Forecast

Table 92. Layer 2/3/4-7 Fixed Port Shipments and Manufacturer's Revenue Forecast

Table 93. Layer 2/3/4-7 Modular Port Shipments and Manufacturer's Revenue Forecast

Table 94. Layer 2 Port Shipments and Manufacturer's Revenue Forecast

Table 95. Layer 2 Fixed Port Shipments and Manufacturer's Revenue Forecast

Table 96. Layer 2 Modular Port Shipments and Manufacturer's Revenue Forecast

Table 97. Layer 3 Port Shipments and Manufacturer's Revenue Forecast

Table 98. Layer 3 Fixed Port Shipments and Manufacturer's Revenue Forecast

Table 99. Layer 3 Modular Port Shipments and Manufacturer's Revenue Forecast

Table 100. Layer 4-7 Port Shipments and Manufacturer's Revenue Forecast

Table 101. Layer 4-7 Fixed Port Shipments and Manufacturer's Revenue Forecast

Table 102. Layer 4-7 Modular Port Shipments and Manufacturer's Revenue Forecast

Table 103. MANAGED Layer 2 Fixed Port Shipments and Manufacturer's Revenue Forecast

Table 104. UNMANAGED Lay