Inphi Corp. (IPHI) has the right product portfolio, which is ramping up, to monetize the rapidly expanding cloud infrastructure, while the expectations, as reflected in the stock price, are conservative enough to allow the stock to shrug off any macro worries related to the infrastructure spending and create consistent value for the shareholders.
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Inphi products. Source: Inphi Corp.
Even though the stock is trading not far from the levels seen late last year, when I wrote last about the business, the stock is down 20-25% over the past few months. Besides the market's 're-adjustment' of tech names, the worries are somewhat related to the slowdown in China and expected economic impact on network infrastructure
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