EZchip Semiconductor Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : EZchip Semiconductor

EZCH 25.49

0.0%

Feb 23 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

EzStinger

To: GCD1 who wrote (2414)	10/29/2015 11:54:30 PM
From: NapaDoc	1 Recommendation Read Replies (1) of 2675

Spoke to a friend who said they have an excellent reputation for institutional investors in the proxy world, but are apparently focused more on the numbers and probabilities. I suspect Kerryb and most on this board may know more about EZ's products, industry and markets. I was surprised by the narrative of a turning point (again CSCO) followed by the statement that the company was in a turnaround. There words, not mine. Not sure how that fits with the facts (i.e revenues), what we were told at the last CC, and what Eli apparently recently communicated to the GTF member (see Kerryb's last post). I'm not questioning ISS's professionalism, just whether aspects of this are outside their expertise. They indicate there is a very wide range of value and they feel 25.5 is in that range. However, if some of their premises are incorrect, I think it's reasonable to question the value of their report.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next