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

To: Squeak22 who wrote (2616)	12/22/2015 12:11:20 PM
From: waitwatchwander	Respond to of 2675

---> EZCH acquisition immediately accretive I don't think 2016 is the issue here. It's what happens after Cisco goes it alone with their in-house NPU design. That $1 could well be easy come, easy go. Obviously all will depend upon the value of combining EZCH chipset IP with other Mellanox products. Blue label may well be the sauce du jour but titans can't be expected to abandon the battlefield as prior partners mostly just rebrand.