Yeah, that article from Lightreading.com left me wondering if a price war is ensuing, I would guess it would be in the "Wireless equipment sector" as 4G deployments get scarce. 

As to InPhi, I believe as ther analysts have pointed out that its product is of a shorter range.  However, it also makes sense that whereever it is deployed, it will displace the bigger vendors, including INFN.  MSFT is certainly going to be using InPhi where it is applicable (i.e. over short distances), they surely will not even talk to anyone else as they have the cheaper solution with InPhi.

That said, INFN just announced that they sold the Cloud Express solution to Windstream communications for their inter Data Center communications, so for what is worth, Windstream must be connecting certain Data Centers at distances where INFN's equipment is more suitable than Inphi?