-- In markets where NetLogic and Cavium are competing, which firm as the upper hand? Why is Cavium being awarded a higher valuation multiple than NetLogic? Is Cavium's steeper valuation merited?-- What is McWilliams expecting from Towerstream's earnings report this week? What is the "WiFi backhaul" component of the Towerstream story, and does McWilliams see this as a trend that could drive Towerstream shares higher?
NI Technology Updates Outlooks For EZchip Semiconductor, Cavium Networks, NetLogic Microsystems, Towerstream, And Texas Instruments
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