Prediction: Combined global spending on ethernet switches (Layers 2-7), routers, and WLAN equipment by enterprise/business customers will grow at least 2x faster than spending on all servers and storage systems.
(If server and storage systems grow by 5%, network spending needs to grow by at least 10%)
In 2007 for example, the worldwide LAN switch market grew 13% to reach $19.6 Billion, while spending on enterprise LAN switch, router, WLAN, IP telephony equipment, and security appliances grew 12% to reach $41.7 billion.
In contrast, other IT markets such as the worldwide server market (4%) and the storage market (7%), have exhibited slower growth.
Final results for 2008 spending will be available in March of 2009 from IDC.










Comments
Can you predict the top 6 vendors - with share percentages?
I certainly could. I do need to publish the topline share data. I was thinking about another prediction of Cisco vs. Everybody for 2008. The population of bettors on this site seems fairly Web 2.0 / iPhone-centric right now, not too many infrastructure bets.
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