Just so you know that IDTI revenue from both CSCO and INTC are shrinking quickly and not likely to pick back up.
IDTI just sold Network searching engine business to Net Logic (NETL) that's majority of IDTI business with CSCO
AMB (Advanced Memory Buffer) product is not longer in the Roadmap of INTC. This is one of main reasons IDTI under perform general market and SMH so much.
If your decision to buy IDTI is based on only CSCO/INTC as IDTI customer I suggest you reconsider.