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Technology Stocks : EZchip Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (536)3/25/2013 10:01:09 AM
From: The Ox1 Recommendation  Respond to of 2675
 
They have also cherry picked data and formulated assumptions based on the data.

For example, they don't mention what % of the router/switch market EZCH currently has, but state that because that market is ONLY growing by 3 or 4% that implies there's no way EZCH can have a 30% yoy CAGR.

The frequency of the articles is also a red flag in my book.



To: FJB who wrote (536)3/25/2013 12:37:40 PM
From: PAK3  Respond to of 2675
 
The Kerrisdale 'short-interest' articles effect seemingly have reached the law of diminishing returns -

Two weeks ago today, (11-Mar-13), EZCH traded to a 52-week low of $21.80 with a volume of 2M shares.

Today's activity..., an insipid 105k shares; down a paltry -1.5%.

Perhaps, Kerrisdale didn't bother with the Roth Conference summary right from EZCH website ?

(Yeah, right) !!


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