i am/have been keeping similar stake to yours it seems here. do you know of the most effective hedge of silc. I have no desire to sell but outlandish overweight here. hedge with the TASE.? anybody have any thoughts.
I like how this new sign on rebeccah copies other posts and puts them in other threads. obviously shows the need for more security products. who makes something that helps with internet security. now that would be a good investment. ;)
wouldn't intel make the most sense. any of the networkers would make it hard to sell products to competition. BRCM Intc seem best fit IMHO. I have your same problem. 3 months out who knows. 2 years out with INTC and freescale also time stamp. Lot to look forward to.
Increased use of generic servers & “white boxes” platforms – and this is good for Silicom
Public cloud providers (Amazon, Verizon etc.) will need our essential building blocks in their own white boxes - especially since power, heat and space limitations increase the need for HW accelerators
And now, according to James Hamilton, the man who oversees Amazon’s current data centers, the company is building its own servers in tandem with Asian manufacturers along the lines of Quanta and Foxconn, the outfit that famously builds Apple iPhones and iPads. Hamilton tells Wired that Amazon buys its server processors and memory directly from Intel, doing an end-run around middle men such as HP and Dell and other original equipment manufacturers, or OEMs.
I would tend to agree with you on your numbers. The only thing that has given me the higher expectations over and above silc's typical growth patterns is the excess inventory. Why would Shaike start building up that inventory 2 quarters ago for no reason. It doesn't seem logical to me. I have been here since 2006 and have similar holdings to yours. I don't trade the swings (trading shares). Just sit back and watch it grow.
Based on our proprietary model, datacenter capex for the Web 2.0 group increases 12% in 2014 compared to an 18% increase in 2013 (9% and 38%, respectively, excluding Apple (AAPL)). We think Finisar continues to benefit from Web 2.0 companies such as Google (GOOG), Microsoft (MSFT), Facebook (FB), and Amazon (AMZN) that increasingly assemble their own networking gear.
This was from a raymond james piece on fnsr. At what point do we start wondering if silc's customers turn out to be amazon and google as they build their own servers and networking gear. A man can dream. Shaike keeps talking about de-facto standard for cards. hopefully these companies consider them a standard.
As part of its major Domain 2.0 infrastructure project, AT&T (T) has sent a request for information (RFI) to equipment suppliers asking them to submit ideas and architectures that support software-defined networking (SDN) - the shifting of network intelligence to software-based controllers that interact with switches/routers.
MKM's Michael Genovese predicts AT&T's RFI will likely "have significant long-term consequences" for the telecom equipment industry. He sees the impact being "most negative" for Cisco (CSCO), and a positive for Ciena (CIEN), F5 (FFIV), Finisar (FNSR), and early data center SDN software leader VMware (VMW, EMC)
AT&T, like others, is enthusiastic about SDN's potential to lower management costs, speed the provisioning of new services, and allow "white box" switches/routers to take the place of proprietary hardware.
The last feature has many Cisco investors nervous, given its potential to increase competition and pressure margins. John Chambers has declared white box hardware (already embraced by many Web/cloud companies) to be a major long-term threat.
Cisco is counting on its powerful Insieme hardware/software and ACI architecture (meant to adapt to the needs of apps/services) to help neutralize the SDN threat. But Genovese thinks ACI "seems too complex and proprietary compared to more white box-oriented architectures."
Regarding VMware, Genovese believes the company's NSX platform (combines SDN with other features) has "a strong chance of being selected as the Data Center virtualization platform." Strong uptake is expected for NSX, which has won the support of many Cisco rivals, starting in 2015. Major carrier SDN adoption is expected to arrive later.
i have had a bid for a whopping 250 shares at 40.85 for 2 days. its hit 40.86 like 10 times. seems like fantasy trades to me if they won't hit my huge 250 share order.