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

To: FJB who wrote (2418)10/30/2015 2:12:01 AM
From: NapaDoc1 Recommendation

Recommended By
zax

  Respond to of 2675
 
My point was whether 10 or 30 % revenue growth, I have a very different understanding of what the phrase turnaround means. EZ has had a clear roadmap and the bumps have mostly been as expected during product transitions. Turnaround to me implies a change in strategic plans and a difficult period of lower revenue, margins, or both. In everything I've read I've never heard that term used to describe EZ.



To: FJB who wrote (2418)10/30/2015 10:52:51 AM
From: akmike2 Recommendations

Recommended By
EzStinger
longezch

  Respond to of 2675
 
Hello,

EZCH purchased Tilera which did contribute revenues. A more salient point, IMO, is that Eli and the Board are passing along all of the upside (if any) from that purchase to MLNX at no cost to MLNX just as they are passing along all of the investment in NPS for no value to the shareholders of EZCH.

Best regards,

Mike


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