> Don't think Cavium are quite in the same market

True. There's a nice blog article by HP summarizing the different target applications for Applied Micro's X-Gene and Cavium's Project Thunder:

http://h30507.www3.hp.com/t5/Hyperscale-Computing-Blog/Pathfinders-Making-it-Matter-Welcome-to-Applied-Micro-and-Cavium/ba-p/119167