EZchip Semiconductor Ltd. (NASDAQ:EZCH)

CAPS Rating: 3 out of 5

The Company is now operating in the segment of network processors, through its business unit, EZchip Technologies Ltd., a fabless semiconductor company that provides high-speed network processors.

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Player Avatar jdentinger (< 20) Submitted: 1/8/2010 1:49:49 PM : Outperform Start Price: $12.63 EZCH Score: +22.17

After long, frustrating wait, the chipsets are starting to be delivered in volume and the product breadth is beginning to take shape. They are in the sweet spot of network traffic driven by video and high speed wireless. Securing Cisco as a key customer validates the quality and design wins are in many vendors. Huge secular undercurrent in telecom favors them. Takeover threat is minor due to Isreali government funding regs. Say what you want about Gilder but his calls on winning tech platforms are usually right just his timing has not been the best. He said years ago that EZCH was an easier pick that QCOM. Been following development of this company for years, it's time has come.

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