at Investor's Business Daily (Wed, 5:31PM)
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.
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