The relative weakness of the enterprise wireless LAN market also has affected vendor market share, Collins said. Linksys Group Inc., a maker of SOHO-oriented network gear, last year passed Cisco Systems Inc. as the biggest vendor by revenue when it comes to wireless LAN equipment, he said. In the first quarter, Linksys showed a gain of 18 percent from the previous quarter. Cisco came in second place with roughly flat revenue, according to Dell'Oro.
Cisco hasn't overlooked the trend. Earlier this year it agreed to acquire Linksys for about $500 million in stock.