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EZchip Semiconductor Ltd. Message Board

  • steady.gains steady.gains Mar 11, 2013 10:52 AM Flag

    Kerrisdale report on EZCH

    Kerrisdale came out with a report on EZCH this morning. It's on twitter at @kerrisdalecap. Lots of red flags:

    - high revenue and earnings multiple
    - Broadcom expanding into their market niche
    - Customers bringing the product in-house
    - revenue from shift to NPS product not coming out for a couple of years, and Netronome is ahead of them in that market
    - end-market of wireline carrier capex predictably weak

    Why is this stock trading where it is? It doesn't make any sense.

    Sentiment: Sell

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • 'Kerrisdale' is just a short trying to come up with a name that sounds like a real research house. It's an absolute joke that Seeking Alpha makes it look like an official site for real research. All the articles are written by investors wanting the stock to go up or down. Wall Street should really shut the site down because it's against the law to post rubbish and make it look legit.
      Seeking Alpha has absolutely no credibility at all. I just hope some fool isn't basing his investing on that fraudulent garbage.

    • More bull. EZCH has money in the bank, a superior product, and large customers. Their latest earnings report showed growth.
      Looks like the shorts are coming out of the woodwork or some company wants to buy EZCH at a lower valuation.

      Sentiment: Strong Buy

19.23+0.05(+0.26%)Nov 25 4:00 PMEST

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