A good article in HPC wire imho
http://www.hpcwire.com/2013/11/12/crash-boom-inside-10gbe-adapter-market/

The author intentionally steered away from 10GbE switch market and the
troubled PHY evolution and by narrowing the discussion paints an
interesting picture.
It amusing to see his repeated references to LinkedIn as an analysis tool.

Still, 10 years on and the market is not exactly booming.
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