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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