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Cautioning a surge in mobile capex is unlikely in spite of soaring data traffic, Auriga expects...

Cautioning a surge in mobile capex is unlikely in spite of soaring data traffic, Auriga expects global carrier capex to rise at a modest 2%-4% pace in 2012. As a result, the firm recommends buying telecom chipmakers such as Cavium (CAVM) and EZchip (EZCH), whom it thinks can overcome a subdued capex environment by gaining share and entering new markets (small base stations for Cavium, edge routers for EZchip). (previously)
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