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EZchip Semiconductor Ltd. Message Board

paquino56 115 posts  |  Last Activity: Apr 18, 2014 4:40 AM Member since: Oct 8, 2013
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  • paquino56 Apr 18, 2014 4:40 AM Flag

    LSCC -

    "The little engine that could...,"

    Sentiment: Strong Buy

  • (Excerpt):
    HILLSBORO, OR--(Marketwired - Apr 15, 2014) - Lattice Semiconductor Corp. (NASDAQ: LSCC) today announced that Google's Advanced Technology and Projects group has selected Lattice FPGAs for its ambitious Project Ara initiative that aims to deliver the world's first modular smartphones for consumers to configure from a variety of modules. Made available to developers last week, and the subject of today's Project Ara Modular Developers Conference, the Module Developers Kit (MDK) incorporates Lattice FPGAs for critical connectivity between reference implementations of removable modules and the Project Ara endoskeleton.

    "One of the principal goals of Project Ara is to lower the barrier-to-entry to the smartphone hardware ecosystem and significantly accelerate the pace of innovation by compressing development timelines," said Paul Eremenko, Head of Project Ara. "We chose Lattice's FGPAs for our first prototype and reference module implementations in the MDK for their ability to meet critical size, power and performance requirements, as well as the ability to play a key role in simplifying and speeding the development of Project Ara modules."

    In addition to enabling companies to rapidly develop prototypes of Project Ara modules, the low power and small size of Lattice FPGAs meet the system requirements of a thermally constrained environment, as well as provide the flexibility to support the MIPI UniPro network protocol that will be used for connectivity between modules. Finally, Lattice FPGAs are a proven solution for mobile consumer products making them ideal for production modules as well. Developers can go from prototype to production, reducing the product development effort and accelerating the time-to-market. The advantages of Lattice FPGAs have already been proven in millions of smartphones currently used by consumers worldwide.

    Lattice Semiconductor will participate in the Developer Hardware panel on Wednesday, April 16 at 10 a.m. Pacific Time.

    Sentiment: Strong Buy

  • Lattice Semiconductor is carving out a substantial niche in the programmable world with its focus on small, low-cost, low-power devices, which it says are targeted at all things mobile and all things connected.

    The company says its iCE40 family offers the world's smallest FPGAs, the MachX03 FPGA family provides the lowest-cost per I/O, and the new ECP5 family completes the picture with their role as small-footprint, high-performance FPGAs.

    These days, the majority of FPGA vendors aim at replacing ASICs and ASSPs in systems. Lattice takes a different view. For the price-conscious, high-volume markets it is targeting -- things like small cells, microservers, broadband access, and video applications -- Lattice intends its ECP5 FPGAs to act as companion chips. The idea is that the stable functions will be implemented in an ASIC or ASSP, while new and evolving features and functions will be implemented in an ECP5.

    One reason Lattice says its new family is breaking all the rules is that these devices combine lower cost with lower power and higher functional density than other offerings -- all in the smallest packages to meet the unique needs of today's fastest-growing, highest-volume markets.

    Customers can start designing with the ECP5 family now. Sample devices are available immediately, with production qualification scheduled for August.

    (Should be hearing additional information during April 25 CC from Darin Billerbeck).

    Sentiment: Strong Buy

  • Regarding the -7% sell-off on Friday, April 4...,


    The sell-off in recent days has brought down Lattice's trailing earnings multiple to just 40. In addition, Lattice has a rock-solid balance sheet with no debt and a good cash position, while a forward P/E of less than 20 seems less for a company that's growing at a brisk pace.

    Cisco's role
    The Internet of Things, or IoT, is a Cisco concept, where the networking behemoth imagines that everything from an alarm clock to a coffee machine is connected. Cisco projects that there will be 50 billion connected objects online by the end of the decade, and these should increase the addressable market of Lattice's small-sized FPGA's.
    Lattice's relationship with Cisco runs deeper than the IoT. According to Ian Ing of Lazard Capital Markets, Lattice has been benefiting from the deployment of small-cell wireless base stations by Cisco. Ing is of the opinion that Lattice has got good exposure at Cisco's Ubiquisys, which was acquired last year.
    Cisco has developed the small cell wireless backhaul ecosystem to address the rising demand for network capacity. According to Cisco, telecom carriers are extensively testing backhaul solutions to deploy small cells in different areas, and the networking bellwether's solution will assist them in doing the same. To support the growth in data traffic, 1.5 million to 2 million outdoor small cells are expected to be installed by 2017, indicating that a strong market lies ahead for both Cisco and Lattice.

    LTE goodness
    This year, China Mobile plans to build 500,000 base stations across 340 cities in China. In addition, China Mobile will also focus on boosting the speed and efficiency of its network through LTE-Advanced. Moreover, China Mobile also plans to purchase more than 100 million LTE terminals this year as it aggressively deploys the service. Hence, the infrastructure build-out by China Mobile has already started showing up in Lattice's results, and more upside can be expected.

    Sentiment: Strong Buy

  • paquino56 Apr 4, 2014 10:49 AM Flag

    Thanks again for sharing this information regarding the SuVolta technology.

    Will be looking forward to the CC in 2 weeks.

    Sentiment: Buy

  • paquino56 Apr 3, 2014 4:01 PM Flag

    Hi crj,

    Thank you for sharing your background and your knowledge of LSCC's products. From what Darin Billerbeck had indicated during the previous CC, the Internet of Everything and 'wearables' will create a market very specific to LSCC's solutions.

    Also, having $200M in cash with $0 makes them either a terrific buyout candidate, or make an acquisition such as Silicon Blue. (A very successful event for LSCC).

    Sentiment: Strong Buy

  • paquino56 Apr 3, 2014 11:13 AM Flag

    Thank you for clarifying.

    Yes, LSCC does sell many, many low-cost FPGA solutions, which serves their target market.

    Altera and Xilinx target the high-end (14nm) market.

    LSCC is hitting 52-week highs and the China 4G build-out will bode well for LSCC in 2014.

    Q1 CC is scheduled for Thursday, April 24th @ 5 p.m. (EST)

    Sentiment: Strong Buy

  • A Chipworks teardown of Samsung's Galaxy S5 has turned up six Qualcomm (QCOM) chips: Two power management ICs, two RF transceivers, an audio codec IC, and the previously-disclosed Snapdragon 801 baseband/app processor.

    Other components include an Audience (ADNC) voice processor, a Lattice Semi (LSCC) FPGA, an RF Micro (RFMD) antenna control chip (the company has strong Galaxy S4 exposure), and a Silicon Image (SIMG) MHL video transmitter IC.

    Sentiment: Strong Buy

  • Reply to

    clown continues to post no news and nonsense

    by garth1443 Apr 1, 2014 3:33 PM paquino56 Apr 2, 2014 3:11 AM Flag

    Yet another fraudulent post.

    So predictable and so amateur.

    (Now that Paul McWilliams/Next Inning is no longer, who will be leading the charge for DRWI ?)

    Sentiment: Strong Sell

  • Reply to

    Clown needs to step down!!!!!!!!!!!!!!

    by garth1443 Apr 1, 2014 9:01 AM paquino56 Apr 1, 2014 11:31 AM Flag

    Yet another fraud post !

    Sentiment: Strong Sell

  • Reply to

    Hey Cohs get long CRNT now for quick move to 5

    by garth1443 Mar 27, 2014 4:11 PM paquino56 Mar 28, 2014 7:37 AM Flag

    Fraud !

    Pathetic; yet, not surprising.

    Any means to an end -

    Sentiment: Strong Sell

  • Reply to


    by clay3344 Mar 27, 2014 11:02 AM paquino56 Mar 27, 2014 11:12 AM Flag

    Nearly 200 posts since March 22...,

    Seriously ??

  • paquino56 Mar 26, 2014 7:56 AM Flag

    Post for 'paquinno56' to Cohsgrad is a complete fraud.

    My last name is spelled with one 'N', and not two; just review any of my prior posts, and then review the post history of the fraud/troll.

    Also, I stand by my final post that I would no longer be on this board until DRWI hits $5.

    Nothing has changed, except for a fraudulent post which is now exposed. (You're not as smart as you think you are).

    Sentiment: Strong Sell

  • Here's the deal...,

    It's a public board, and all are free to post, yet you are setting a condition...,

    "Check back when DRWI breaks above $5...,"

    Beginning with this post, you, Greedy, and myself will no longer post until DRWI breaks above $5.

    You, then, can mouth off as much as you want, and Greedy and I will acknowledge you as the quintessential investor, and ultimate winner.

    See you at $5.00

    End of post.

  • paquino56 Mar 20, 2014 4:48 PM Flag

    'MCD is quite liquid at the moment'...,

    Did Timmy just blow his load on you Barf ??!!

    '4 baggers'..., ?

    Does Timmy teabag you as well ?

    When do you come up for air, or do you ??!!

    (By the way Greed, this is Barf's life; Taking over for Jopo.)

    How pathetic ?!!

    Dipsh*t; Jack*ss; It's all the same.

    Sentiment: Strong Sell

  • paquino56 Mar 20, 2014 1:27 PM Flag

    Hey Jim Cramer...,

    "lightening up so as to not have too many eggs in 1 basket... thanks for the advice Warren!"

    Good one Barf, or is it Garth..., ?

    Is that the same as 'laughing all the way to the bank' when DRWI drops below $1.40 ...,??

    The more you post, the lower DRWI goes.

    Perhaps Timmy M can buy more shares and keep on dollar-cost averaging ?

    (Or, is that subject saved for pillow-talk between you two ??!!)

    You did state Timmy M. sleeps well, didn't you ??

    Do you have your own side of the bed Barf ?

    Later Dipsh*t !!

    Sentiment: Strong Sell

  • By all means Garth...,

    Give us all another one of your long, boring posts !

    If you're so 'intelligent' work for Citi, GS, JPMorgan, and tell them what it's really like with DRWI...,

    Chances are your desk will be right next to Jopo and GDG...,

    Maybe then DRWI could get to $1.60 !!

    You obviously know something institutional investors do not...,

    But then again this a Yahoo Message Board; that should really win intelligent people over.

    You're a dipsh*t Garth, plain and simple

    Sentiment: Strong Sell

  • paquino56 Mar 19, 2014 1:58 PM Flag

    Hey Greed,

    Truthfully, Garth is WORSE than Jopo...,

    (As hard as that may be to believe).

    It's his time to waste, so let him continue to post 'FACTS' and PR announcements, and Timmy's sleeping habits, as well.

    It matters not !

    DRWI is still 50% below 2ndary Offering !

    FACT !!!

    Be well Greed !


    Sentiment: Strong Sell

  • May explain why CRNT is up 4% today, and DRWI..., NILL !!!
    PARAMUS, New Jersey, March 19, 2014 /PRNewswire/ --
    Ceragon Networks Ltd. (NASDAQ: CRNT), the #1 wireless hauling specialist, today announced that it was selected to design and build a high-capacity wireless backbone for India's Oil and Natural Gas Corporation Limited (ONGC). The new network will be used to connect offshore and onshore sites and will replace existing VSAT infrastructure. Ceragon will provide its Evolution(TM) Long Haul solution along with a range of services including: site-survey, system design and engineering, project management and installation. The full turnkey project is valued at several million US dollars.
    ONGC is India's largest oil and gas exploration and production company. It produces nearly 70% of India's crude oil and approximately 60% of its natural gas. The company plans to use Ceragon's proven Evolution Long Haul solution. This advanced network will be used for mission critical applications such as SCADA (supervisory control and data acquisition) and video surveillance. In addition, it will enable ONGC to deliver corporate-wide IT services to all the sites, including SAP applications, internet access, emails and videoconferencing and more.
    "More and more players in the oil and gas industry find that the limited bandwidth, high latency and availability of VSAT technology simply cannot support the range of value-add services they require," said Ira Palti, president and CEO of Ceragon. "Our unique microwave solutions including specialized Offshore Radio Products and Stabilized antenna System (PointLink) for the offshore market are based on more than 30 years of experience in the oil and gas industry.
    "By providing hundreds of Mbps, our systems allow exploration companies to enjoy secure, reliable and high-capacity communication at a much more favorable cost-per-bit", concluded Mr. Palti.
    Now about Taiwan and Nigeria..., ? DRWI is really taking off on that news, huh Garth !!

    Sentiment: Strong Sell

  • Reply to

    OT: Garth1443

    by tdmiata Mar 18, 2014 1:20 PM paquino56 Mar 19, 2014 3:23 AM Flag


    Your posts are so meaningful...,

    Useless and mundane rambling...,

    A complete bore.

    Oh, that's right...,

    It was Garth who called DRWI @ $1.50, and not Greed.

    Now, it's becoming 'crystal clear'...

    Actually, it is Garth who posts 1,000 'FACTS', yet DRWI remains below $1.50...,

    Talk about a complete WASTE OF TIME !!!

    All 'goose eggs' !!!

    Sentiment: Strong Sell

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