They note the mobile chips - but those are sold cheap. More importantly is the fact that Broadcom's switch chips have pretty much become the de-facto chipsets

They note the mobile chips - but those are sold cheap. More importantly is the fact that Broadcom's switch chips have pretty much become the de-facto chipsets used in data center switches from most vendors. They are quickly becoming the Intel of DC switches. And these chips, are not so cheap (though true, there are fewer of them, but the margins are much more attractive).