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EZchip Semiconductor Ltd. Message Board

  • nodoze101 nodoze101 May 4, 2006 9:21 AM Flag

    50 NP2 & 35 NP-1c total design wins ...

    50 NP2 & 35 NP-1c total design wins ... Let the rampup continue

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    • I'm a former Gilder subscriber, and in touch with current subscribers. In LNOP for the long haul. Best to all longs. -- diamond

    • I am a GTR subscriber

    • I don't subscribe but I read the monthly newsletters thru a friend. I have been a long time holder of QCOM, BRCM, SNDK, CSCO, SWKS, and LNOP as my core tech holdings.

    • I subscribe to GTR too. I also hold PWER, QUIK, MRVC, and CIEN in addition to LNOP as my core Telecosm holdings. Would like to buy some SIGM and SMTL but don't have the funds yet.

    • I subscribe (as you know) but don't frequent the message board. I go there from time to time, but do not post.

      Have a good weekend MBM, Eldad, and the other old-timers.

    • 35 + "over 50" = MORE than 85.

      :)

    • Very positve comments in statement: we are get very close to the sweet spot:

      "We are pleased to report that the NP-2, our third-generation network processor, has completed all required qualifications and testing and was officially released for commercial production. NP-2 is the only announced 10-Gigabit full duplex network processor with integrated traffic managers," said Dr. Meir Burstin, Chairman of the Board. "We continue to witness growing demand for the NP-2 product line, mostly for new line cards in next-generation carrier metro equipment. We have over 50 NP-2 design wins to date, the first of which are expected to enter production during the second half of 2006.

      "In recent months, we are receiving strong validation for our strategic focus on network processors (NPUs) that are becoming a key part in carrier Ethernet line cards. Deployment of metro Ethernet systems is growing and we see strong demand from Tier-1 customers to build such systems with network processors to enable the support of triple play services. The NP-2 was specifically designed to enable such services and we are now observing major business opportunities that may result in a significant increase in our market share in the future.

      "Our current revenues continue to reflect sales to only a handful of our NP-1c customers that have products in production. Accordingly we have not yet realized the potential from all of our NP-1c design wins, which we expect will gradually mature into more meaningful revenues over the next couple of years. We currently have 35 NP-1c design wins in total, of which approximately half are already in their early-stages of production. Our future revenue ramp-up will continue to depend on the success of our customers' new products that incorporate our network processors, on market acceptance of these products, and on the pace of recovery in the telecommunications and related markets."

      • 1 Reply to vw999
      • From 2006 Q1 comments:
        Dr. Meir Burstin, Chairman of the Board said:
        "In recent months, we are receiving strong validation for our strategic focus on network processors (NPUs) that are becoming a key part in carrier Ethernet line cards. Deployment of metro Ethernet systems is growing and we see strong demand from Tier-1 customers to build such systems with network processors to enable the support of triple play services. The NP-2 was specifically designed to enable such services and
        -> we are now observing major business
        opportunities that may result in a significant increase in our market share in the future."
        On what base he said that ?
        Isn't it a clue on a big deal/customer ?
        maybe a clue on a deal with JNPR ?
        http://www.lightreading.com/document.asp?doc_id=91715
        -----
        It is a great day to all longs that waited so long !
        Don't sell too early.
        Regards from Jerusalem
        Eldad

 
EZCH
24.02-0.15(-0.62%)Aug 1 4:00 PMEDT

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