Seattle Genetics Inc. Message Board
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At 1st look, it is not great news. But, there may be a silver lining. Look where he went - Samsung. He likely got their attention while marketing QUIK products to them. Perhaps he succeeded or will continue to push QUIK to Samsung. So, this might actually give QUIK a bigger foot in Samsung's door.
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It will remain a great Buy until that 1st deal is made public.
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Is it mere coincidence that the owner of Kerrisdale Capital is an Iranian whose top short picks are Israeli companies (EZCH & MLNX)?
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Roth Capital Partners issued a Buy recommendation today. The report contains many details of their new partners and probable design wins in Asia. This was an incredibly bullish report.
Sentiment: Strong Buy
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Bloomberg - EZchip Trails Peers as Competition Dims Sales: Israel Overnight
by sempar_grumpy •Mar 5, 2013 12:10 AMYahoo deleted the 1st half of my post where I explained I wrote an email to the author of the Bloomberg article and the 1st half of my letter is missing. I will try to post it again.
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Bloomberg - EZchip Trails Peers as Competition Dims Sales: Israel Overnight
by sempar_grumpy •Mar 5, 2013 12:10 AM......I don't know of any other company with such good valuation metrics. Do you?
It seems you based your article's title and theme on comments from Jay Srivatsa. But, if you had listened to Jay's questions on the analyst call with EZChip, you would realize he does not understand the industry. When Jay pressed the CEO to elaborate on EZChip's competitive threats, the CEO asked "Which competitors?" since EZChip has won 100% of the merchant NPU opportunities. Jay could not even name any of the competitors, so the CEO named them for him while explaining those competitors have not beaten EZChip in any competitive bids.
You quoted Jay as declaring: “It’s clear now that nobody is feeling compelled to stay with an EZChip solution". That is absurd, and possibly unethical on his part due to the blatant misinformation. Every EZChip customer (with the possible exception of Huawei, and they are banned from marketing to the West anyway) is staying with EZChip, including Cisco, ZTE, Ericsson, Tellabs, Ciena, Acme Packet, etc.
There are 11 analysts covering EZChip, and only 1 of them has a Sell recommendation - Jay Srivatsa. Why did you base your article and title on his comments when his questions at the analyst call demonstrate his lack of understanding of the industry?Sentiment: Strong Buy
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NVDQ is one of the most -Overvalued stocks in the Medical Laboratories & Research Industry! ExtremeValue Stocks has Novadaq Technologies Inc. as one of the most -Overvalued stocks in the Medical Laboratories & Research Industry. - tiny*pl/hk4v3 Put a dot where the asterisk is
by johnsonc159 •Feb 26, 2013 11:38 AMThis same "xxxx is one of the most Overvalued stocks in the xxxxxxxx Industry" message has been posted on every message board I read. I guess somebody is shorting every stock out there. What a waste of effort - does anybody actually fall for this?
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You've been right so far. But, if QUIK does turn it around by the end of this year, will you be man enough to come back here and take some of what you dished out?