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Technology Stocks : EZchip Semiconductor
EZCH 25.490.0%Feb 23 4:00 PM EST
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To: SethB who wrote (2427)11/2/2015 9:30:58 AM
From: PaulAquino1 Recommendation

Recommended By
Jim Mullens

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(So, which GG is to be believed...,?)

Posted: Fri Oct 02, 2015 8:38 pm Post subject: Re:
r s hayes wrote:
Were you not the king proponent of EZCH??? rsh


Yes, I certainly was for close to 15 years, since way back in the LNOP days, and EZ remains by far my largest public holding.

Pretty much everything I hoped for technologically happened, but somehow the market did not comply. Semiconductor economics changed in ways that I still don't fully understand. The Internet is succumbing to Title II sclerosis.

Now my recommendation is to buy Mellanox on the dips. If you think Mellanox is stealing EZ, you can try to steal MLNX.

But I'm sure others on this site are far better than I am at tactics.

This deal seems to have been long in the works and to stem from the relationship between Eyal and Eli and various considerations of Israeli law.

I suspect it is futile to fight the current movement toward agglomeration. But if you are still intrigued by the prospect of investing in the coming transformation of the net by SDN and NFV--for two acronyms that EZ has covered, along with fiberspeed parallel-processing--you cannot do better than to buy MLNX (with EZ added) opportunely. This is still the direction that all this technology is going.

GG
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