Cisco (CSCO) reported its April quarter router sales were flat Y/Y, Infonetics believes the company grew its revenue share of the global enterprise router market to 74.7% in calendar Q1. In February, IDC estimated Cisco took router share in Q4. H-P (HPQ) is #2 on Infonetics' leaderboard, but Cisco's biggest long-term threat may be #5 Huawei, whose router sales grew 79% Y/Y. During its FQ3 earnings call, Cisco became defensive when asked about competition from Huawei
More on Cisco: The company says it will announce products that support software-defined networking (SDN) at its June 10-14 CiscoLive conference. Cisco recently funded an in-house startup called Insieme that will develop SDN gear, which threatens to cannibalize sales of Cisco's proprietary, high-margin switches, but is also proving popular with Internet companies. The fact SDN switches tend to rely on off-the-shelf switching chips could benefit BRCM and MRVL
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