If You Liked EZchip Semiconductor, QuickLogic Corp. Offers Potential For Big Gains [View article]
Caveat Emptor. I said the stock was high risk with potential high reward. Today's numbers will not affect any future rewards. QUIK is a "sales" story - if their new products are successful, I expect the stock to move up substantially. I met with management. I made my decision. I am an investor.
If You Liked EZchip Semiconductor, QuickLogic Corp. Offers Potential For Big Gains [View article]
I answered your question above. I do not believe that EZchip is in a chanel. I do not believe it has taken off. The upside potential - if the company executes - is extremely significant.
I said that I am most worried about being "left out" when EZchip takes off. At this level, I would buy on dips. Hold as much as your "risk tolerance" allows.
If You Liked EZchip Semiconductor, QuickLogic Corp. Offers Potential For Big Gains [View article]
I have no idea when the stock is going up or down. I am just closing my eyes and selling shorter calls and buying longer calls. I don't think the worry is the price going down - the worry is being left out when it takes off.
I believe that when the price goes down, it is an opportunity to buy - average down and wait.
The Long Case For EZchip Semiconductor [View article]
I am not in the industry - just an experienced investor (i.e. I have made profits and losses) Addressing your concerns: a. The customer base is not relevant to me - the market for EZchip NPU's is relevant. That market is growing gangbusters. b. You know more about ASIC's that I do, but the feed-back that I hear is that Juniper has spend gigantic sums of money on their "trio" and is not making a lot of progress in the market.
Eli Fruchter, EZCH Chairmen, said in his earnings call that all customers (Switches and Routers) will need to use EZchip's next production NP5, or else they will be left behind. The comments that I have read say the NP5 will do things that Juniper cannot touch with its current technology. Since their "trio" is not taking a commanding market share - it would be hard to believe they are well along the way for their next chip set. You tell me if that is correct? c.Marvel has said their purchase of Xelerated will not affect their relationship with EZchip ---- EZchip has said the same. It is Cisco that is buying EZchip NPU's - are you telling me that Marvel is going to screw up that profitable relationship. I am also told that Xelerated does not have chips that hold a candle to EZchip NPU's. Possibly to EZchip's NPA's - but that is a start up business for EZchip - and it appears their NPA's have technology that is particularly interesting to some customers. Once again, you tell me. I only know what I hear and read.
If You Liked EZchip Semiconductor, QuickLogic Corp. Offers Potential For Big Gains [View article]
Two comments from the author: (1) EZCH is a core part of my portfolio for an extended time. I do not trade the stock. Might sell a few shares when it goes up too high, but I expect to own the stock for at least 2 or 3 years and hopefully longer. (2) Please look a little closer at QUIK products. I am not an engineer, but I believe there is a big difference between FPGA and CSSP chips. You will find the same if you study QUIK's product information. The other issue about "how they have money in the bank" - they have cut fixed expenses significantly and have, in most years, kept their gross margin's around 50%. Your other comments have some validity, but I believe management understands the problems and will come up with solutions that will significantly increase their sales - and profits.
If You Liked EZchip Semiconductor, QuickLogic Corp. Offers Potential For Big Gains [View article]
Today's numbers will not affect any future rewards. QUIK is a "sales" story - if their new products are successful, I expect the stock to move up substantially.
I met with management. I made my decision. I am an investor.
If You Liked EZchip Semiconductor, QuickLogic Corp. Offers Potential For Big Gains [View article]
I said that I am most worried about being "left out" when EZchip takes off. At this level, I would buy on dips. Hold as much as your "risk tolerance" allows.
If You Liked EZchip Semiconductor, QuickLogic Corp. Offers Potential For Big Gains [View article]
I believe that when the price goes down, it is an opportunity to buy -
average down and wait.
The Long Case For EZchip Semiconductor [View article]
Addressing your concerns:
a. The customer base is not relevant to me - the market for EZchip NPU's is relevant. That market is growing gangbusters.
b. You know more about ASIC's that I do, but the feed-back that I hear is that Juniper has spend gigantic sums of money on their "trio" and is not making a lot of progress in the market.
Eli Fruchter, EZCH Chairmen, said in his earnings call that all customers (Switches and Routers) will need to use EZchip's next production NP5, or else they will be left behind.
The comments that I have read say the NP5 will do things that Juniper cannot touch with its current technology. Since their "trio" is not taking a commanding market share - it would be hard to believe they are well along the way for their next chip set.
You tell me if that is correct?
c.Marvel has said their purchase of Xelerated will not affect their relationship with EZchip ---- EZchip has said the same.
It is Cisco that is buying EZchip NPU's - are you telling me that Marvel is going to screw up that profitable relationship.
I am also told that Xelerated does not have chips that hold a candle to EZchip NPU's. Possibly to EZchip's NPA's - but that is a start up business for EZchip - and it appears their NPA's have technology that is particularly interesting to some customers.
Once again, you tell me. I only know what I hear and read.
If You Liked EZchip Semiconductor, QuickLogic Corp. Offers Potential For Big Gains [View article]
(1) EZCH is a core part of my portfolio for an extended time.
I do not trade the stock. Might sell a few shares when it goes up too high, but I expect to own the stock for at least 2 or 3 years and hopefully longer.
(2) Please look a little closer at QUIK products. I am not an engineer, but I believe there is a big difference between FPGA and CSSP chips. You will find the same if you study QUIK's product information.
The other issue about "how they have money in the bank" - they have cut fixed expenses significantly and have, in most years, kept their gross margin's around 50%.
Your other comments have some validity, but I believe management understands the problems and will come up with solutions that will significantly increase their sales - and profits.