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Jefferies expects chipmakers Broadcom (BRCM) and Inphi (IPHI) to benefit from the adoption of...

  • Thursday, September 29, 2011, 1:08 PM ET
    Jefferies expects chipmakers Broadcom (BRCM) and Inphi (IPHI) to benefit from the adoption of 100-gigabit Ethernet links in data centers. Broadcom's 100-gig position will get a boost from its acquisition of NETL, while Inphi's partnership with CSCO is seen as giving it an edge over rivals FNSR and SMTC.
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