EZchip Semiconductor Limited Message Board

  • grumrnan05 grumrnan05 May 30, 2007 10:34 AM Flag

    new high isn't coming without cisco

    boardwalk, you didn't answer those 2 simple questions. are you afraid to put your answers in writing?

    1 - are you assuming that csco will go with ez's npu and forego any internal competing design?

    2 - what if csco never uses ez because they can't differentiate themselves enough from juniper and they don't want to support the commoditization of their boxes around an outside npu?

    please address those issues directly.
    i continue to await your best reply.

    (it would be a very sad sign for longs if you avoid them again. it will say a lot about what you really believe that is negative, and would give further evidence that you simply avoid any negative realities at all costs.)

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    • Dude where's your car? What are you talking to about we already stated months ago Cisco was in the box of ingredients? If you listened to the cc Cisco was stated as a customer. One medication for MON two medications for Tues and so on. Grum I thought you were on your best game for a change? Why the redundancy?

    • 1- you assume cisco competes with juniper. this is simplistic cisco needs juniper as msft needs aapl. who wants more anti trust.
      2- such being the case who benifits from commoditization . outsourcing works. What happens to product life cycle
      How has cisco dealt with ntgr?
      Your main point is totally valid lnop is not a done deal.
      There are other designs out there.

    • this is the 6th post that boardwalk will likely avoid at all costs, using more of the aliases (45 now) to "protect" him....

      boardwalk, thanks for letting everyone see that you have something to hide by avoiding these 2 simple questions:

      (1) are your bullish stock price predictions assuming that csco will go with ez's npu and not go with an internal competing design?
      (a simple yes or no will do)

      (2) if csco never uses ezchip in meaningful volume, what would your price and market cap predictions for the stock be then?
      (a simple price and mkt cap total)

      anyone reading this can now see that you have much to hide and are not an honest and open poster to be trusted. they may not understand "why" fully yet, but they will soon.

      and you might post what people "prefer to read" and "want to believe" (which is what you are paid to do here imho), but you avoid the simple truths above for no normal reason.

      your own actions are exposing your hidden motives that you are so afraid to get caught revealing. lol@u "alias boy and the top 40". you are more irrelevant with each passing day.

    • yes, all honest investors should read the questions i posed in these two posts that surfride0168 avoided answering (so did boardwalk, "coincidentally". [not really]).

      surfride0168 (and boardwalk97) ran away from these 'on topic' discussions. it should make every honest and objective investor wonder "why?".....

      http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_L/threadview?m=tm&bn=27937&tid=19687&mid=19692&tof=6&rt=2&frt=2&off=1

      http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_L/threadview?m=tm&bn=27937&tid=19687&mid=19709&tof=6&rt=2&frt=2&off=1

      after reading those posts, and seeing that surfrider never addresses any good questions just because they are obviously negative, any honest reader can see surfrider is not objective and has bullish blinders on.

      for anyone that already owns shares, their biggest concerns should be ruling out the negative possibilities to give them even more conviction about their purchase made already.

      alias boy is the only one that wouldn't want to focus on resolving those possible negatives. he doesn't own any shares, and imho he is paid to hype the stock up in price so his bosses can dump their shares on unsuspecting individual investors.

      i have exposed their pump-n-dump manipulation game, which is why the 44 of their aliases are so hostile towards me.

      it is also why they never stay "on topic" when the topics are negative, and they resort to calling me a "basher" or a "short" to get others to rally against me.

      people aren't that stupid alias boy. just you. lol@u in your dunce cap!

    • You are 100% on the money, but does that prove any one wrong? I don't think so. it is all about timing, timing, timing!! LNOP is a great trading vehicle. Heaven help the shorts.
      I made a few % day trading 1000 shares on Friday.

    • To some extent, CSCO is in the chip biz, but it's not considered a core competency.

      They've bought Greenfield, but after Greenfield was displaced by them with EZ, so that suggests they wanted something else rather than the ASIC.

      To your last point, CSCO will not use a "commodity type npu, already being used first by their competitors" as you suggest, which is why EZ has announced a special version of the NP3 was shipped to a certain Tier 1 provider.

      So, stand by the calendar and let me take your picture. You finally got one right!

      As far as CSCO's intelligence, they may not be as bright as you might think. Their core business is routing, and that was developed and basically handed to them on a silver platter by BBN.

    • rewh20a,

      your posts seems to imply that cisco will not get into the chip business, but their history of warfare on suppliers over time (by taking the reins themselves somehow), proves differently imho.

      cisco is in the router business, right? gilder is touting ez as the "router on a chip that will hollow out the box", right? are you predicting the demise of cisco with time?

      it seems that according to you, cisco is a steel box assembly manufacturer, putting together outside vendor parts (like dell is to the pc) to make routers/etc.

      cisco needs to compete in the marketplace which according to gilder is going towards an all-in-one high speed chip with fewer and fewer external needs (other than connections to the outside physical users).

      is gilder wrong? or is cisco just unprepared and stupid?

      please explain how you think cisco shouldn't be concerned with using a commodity type npu, already being used first by their competitors, without offering some major proprietary product differentiator.......

    • the gas station investment is purely to help out a friend whose father passed away unexpectedly, and to help the family avoid an estate tax asset sale.

      your smart ass reply is duly noted alias boy.

      you raise some good points and i will address them when i return. i have to leave for the weekend now. good day.

    • So, what are you saying?

      CSCO will go further into the microprocessor business? If that were the case, why haven't they bought an NPU vendor? Xcelerated could have been had for a song. Seeing as they have decided to do everything themselves, where's their factory for fabrication? They need fab capacity, too, and seeing as outsourcing is not the way to go, they gotta build the factory!

      I haven't seen any inclinations on that at all. In fact, now that EZ and MRVL are in the picture, it suggests the exact opposite. It's not their core competency, and I'm sure they would like to get the hell out of it.

      When we want to invest in gas stations, we'll give you a holler!

    • this is the 5th post that boardwalk will likely avoid at all costs, using more of the 44 aliases to "protect" him....

      boardwalk, thanks for letting everyone see that you have something to hide by avoiding these 2 simple questions:

      (1) are your bullish stock price predictions assuming that csco will go with ez's npu and not go with an internal competing design?
      (a simple yes or no will do)

      (2) if csco never uses ezchip in meaningful volume, what would your price and market cap predictions for the stock be then?
      (a simple price and mkt cap total)

      anyone reading this can now see that you have much to hide and are not an honest and open poster to be trusted. they may not understand "why" fully yet, but they will soon.

      and you might post what people "prefer to read" and "want to believe" (which is what you are paid to do here imho), but you avoid the simple truths above for no normal reason.

      your own actions are exposing your hidden motives that you are so afraid to get caught revealing. lol@u "alias boy and the top 40". you are more irrelevant with each passing day.

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