Infinera's optical routing gear is built around an all-in-one optical networking chip--which it calls a Photonic Integrated Circuit--that shrinks down the work done by a hodgepodge of parts in boxes from other vendors onto a pair of chips smaller than a fingernail.

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Dai and the Sutardjas next went after networking products, designing a chip that would transmit data through Ethernet ports at a billion bits per second, ten times the speed of the then current standard.

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In fact, the PowerShares Dynamic Networking (PXQ) exchange-traded fund (ETF) has surged 35% since the start of the year, versus CSCO's 15.8% decline for the same period, indicating that the networking sector is doing just fine without the blue chip's help.

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Morgan and Lehman Brothers both downgraded a number of specialty chip and chipmaker names in a pair of pessimistic notes, but gains in select Internet, networking, and telecommunications issues offset some of this pressure.

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