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Sales of high-end data center networking gear could see a major bump next year, as the demands...

Sales of high-end data center networking gear could see a major bump next year, as the demands of virtualization and cloud server environments lead companies to invest more heavily in 10-gig and 40-gig equipment. CSCO would be one clear beneficiary of such spending growth; chipmakers BRCM, MRVL, MLNX, and CAVM might also stand to gain.
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Comments (4)
  • Angelo George
    , contributor
    Comments (25) | Send Message
     
    Conspicuous by its absence is EZCH. 2012 could be THE banner year for EZCH as a result of the "major bump" referred to above.
    IMHO
    22 Dec 2011, 05:27 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (856) | Send Message
     
    EZchip could have a good year, but their chips are more likely to go into metro/edge carrier networks than data centers.
    22 Dec 2011, 05:32 PM Reply Like
  • Fuma
    , contributor
    Comments (228) | Send Message
     
    Ciena as equipment maker and EZchip Semiconductor Ltd. ( Public, NASDAQ: EZCH ) chip maker are in the same boat, that depends heavily on carrier Ethernet demand.
    2012 will be a good year for EZCH.
    http://bit.ly/sYRtvQ
    25 Dec 2011, 06:04 AM Reply Like
  • SteveDH
    , contributor
    Comment (1) | Send Message
     
    Who is the source for these comments? For all I know these are written by a PR firm for these companies. Can you add sources for these comments going forward so readers can access credibility?
    Thanks,
    Steve
    22 Dec 2011, 08:42 PM Reply Like
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