Lazard believes Cisco's (CSCO) cost-cutting plans should benefit Broadcom (BRCM) and Marvell...

|About: Cisco Systems, Inc. (CSCO)|By:, SA News Editor

Lazard believes Cisco's (CSCO) cost-cutting plans should benefit Broadcom (BRCM) and Marvell (MRVL), as Cisco invests less money in developing chips internally. Cisco has already become a major customer of Broadcom's Ethernet switch processors. Other network processor vendors who might benefit include CAVM, EZCH, and NETL.