INFN does have good business in the Data Center, so it may lose a good portion of it.  To be clear, what Inphi has done sure raises some concerns, its technology should not be dismissed. That said, I really believe that the selling in INFN is overdone.  INFN has been weak for several months.

I have a strong gut feeling that this development was known in select circles and a lot of this bad news was already priced in, with the final icing on the cake on this news release today.  I would like to hear opinions either way.