Seeking Alpha

EZchip (EZCH): Q1 EPS of $0.23 in-line. Revenue of $15.3M beats by $0.18M. (PR)

EZchip (EZCH): Q1 EPS of $0.23 in-line. Revenue of $15.3M beats by $0.18M. (PR)
From other sites
Comments (1)
  • bvro
    , contributor
    Comments (5) | Send Message
     
    Dr. Vroman is a retired professor of I/T and business strategy and an investor.
    bill.vroman@verizon.net

     

    EZ is an entrepreneurial dynamo in telecom. They dominate their niche in network processors at the beginning of a long ramp up for their products resulting from the huge and growing demand for broadband.. Their technology is a long cycle product and extremely 'sticky', once tested and approved in the supply chain. While there are some pretenders, their IP is unassailable and years in the forefront of the market. Their technology map addresses needs out a decade.

     

    The NPS, a new addition to their portfolio, is disruptive in designs for the bourgeoning expansion of the cloud and data center markets. The available market for EZ products grows by a factor of two in just 2-3 years with the NPS. Already some tier one firms are planning use of NPS.

     

    EZ is a candidate for the entrepreneurial hall of fame. They have a core competency in their R&D process which continues to respond to customer and market needs with a continuing stream of products. It has done exemplary work in protecting their IP and racing ahead of competition in making advances. This wealthy little company has $175m cash which presents a lot of opportunity, as well.
    8 May 2013, 09:30 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector