While other areas of IT struggle, Ethernet switches sales are very healthy. This free synopsis gives some details and references the full report which is available for a fee.
"A recent market research report from Dell'Oro Group indicates that the Ethernet Switch market grew almost 20 percent sequentially during the fourth quarter of 2009, with Cisco, HP and Juniper adding almost $600 million in incremental revenues. “Year-end budget spending and supply constraints from the previous quarter helped propel market growth in the fourth quarter,” said Alan Weckel, Director of Ethernet Switch research at Dell’Oro Group. “We expect the market to continue to expand in 2010, especially as 10 Gigabit Ethernet continues to grow not only as a server connectivity technology, but also as an aggregation technology within the data center,” Weckel added.