New NPS Design Wins Announced
finance.yahoo.com
In the press release, EZchip revealed:
"With its NPS product line, EZchip has won three tier-1 data center customers . . . "
This is BIG NEWS, and it is a new and material disclosure that is worth highlighting. Previously, EZchip had disclosed that it secured NPS design win(s) with a single "hyper-scale data center." This latest disclosure implies that EZchip has secured two additional major data center wins, indicating that customer adoption of the NPS is accelerating.
The short list of "tier-one" data center operators would include Amazon, Google, Microsoft, Facebook, HP, IBM and Rackspace. Based on EZchip's disclosure, we believe the Company may have secured wins with three of these names. These wins are in addition to new design wins with a "tier-one carrier," a pair of "tier-one switch vendors," and longtime NP customer ZTE. EZchip has also announced that it has secured wins with a number of tier-two and smaller customers. |
