Value Bulldog
Long/short equity

There's Something Strange About EZchip

Overview

If you have followed the semiconductor market for a while, you may have run across the strange story of EZchip (EZCH). EZCH is seemingly the most (and maybe only) successful survivor out of the multiple network processor (NPU) start-ups funded in the original dot com bubble. At the time, the story was that the explosion in Internet infrastructure investment would provide the capital expenditure dollars to feed a whole new crop of networking equipment companies. The network processor vendors were supposed to enable these upstarts to compete with the formidable internal ASIC design prowess of Cisco (NASDAQ:CSCO) and Juniper (NYSE:JNPR) et al. Well, a funny thing happened on the way to Internet infrastructure riches. As...

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