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EZchip Semiconductor's CEO Discusses Q1 2013 Results - Earnings Call Transcript
Thu, May 9
EZchip Announces First Quarter 2013 Results

PR Newswire (May 8, 2013)
Cramer's Lightning Round - EZchip Semiconductor Is Too Dicey (5/6/13)
SA Editor Miriam Metzinger • Tue, May 7 • 1 Comment
EZchip Semiconductor Schedules First Quarter 2013 Results Release for Wednesday, May 8, 2013

PR Newswire (Apr 17, 2013)
MoSys: One Catalyst Down, More To Come
Josh Franklin • Wed, Mar 27 • 10 Comments
EZchip: Bullish Case Continues To Myopically Overlook Competitor Comments, Production Delays, And Stock-Based Compensation Expense
Kerrisdale Capital Management • Mon, Mar 25 • 16 Comments
EZchip Announces Filing of 2012 Annual Report

Business Wire (Mar 21, 2013)
MoSys: A Pivotal Announcement During A Pivotal Year
Josh Franklin • Wed, Mar 20 • 3 Comments
China Coming Good For EZchip
Shlomi Cohen • Wed, Mar 20 • 2 Comments
EZchip: Customer Concentration And Uneven Revenue Stream Have Forced Risky Shift To The Data Center
Kerrisdale Capital Management • Wed, Mar 13 • 16 Comments
Monday Options Brief: GNW, EZCH & F
Interactive Brokers • Mon, Mar 11
EZchip: Immediate Competitive Threats, Customer Defections And An Unsustainable Valuation
Kerrisdale Capital Management • Mon, Mar 11 • 13 Comments
EZchip to Present at the Roth Capital Growth Stock Conference

PR Newswire (Mar 4, 2013)
Today's Market News To Trade On: 5 Stocks Moving On News
Matthew Smith • Thu, Feb 14 • 1 Comment
EZchip Semiconductor's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Wed, Feb 13
EZChip Announces Fourth Quarter and Full Year 2012 Results

PR Newswire (Feb 13, 2013)
EZchip Semiconductor Schedules Fourth Quarter and Full Year 2012 Results Release for Wednesday, February 13, 2013

PR Newswire (Jan 14, 2013)
The Bullish Long-Term Investment Case For EZchip Semi
sethbru • Wed, Dec 26, 2012 • 5 Comments
Short Sellers Think These 6 Technology Stocks Are Ready To Rebound
Kapitall • Fri, Dec 21, 2012 • 3 Comments
There's Something Strange About EZchip
Value Bulldog • Thu, Dec 20, 2012 • 16 Comments

There's Something Strange About EZchip
Value Bulldog • Thu, Dec 20, 2012 • 16 Comments

EZchip: Bullish Case Continues To Myopically Overlook Competitor Comments, Production Delays, And Stock-Based Compensation Expense
Kerrisdale Capital Management • Mon, Mar 25 • 16 Comments
EZchip: Customer Concentration And Uneven Revenue Stream Have Forced Risky Shift To The Data Center
Kerrisdale Capital Management • Wed, Mar 13 • 16 Comments
EZchip: Immediate Competitive Threats, Customer Defections And An Unsustainable Valuation
Kerrisdale Capital Management • Mon, Mar 11 • 13 Comments
The Bullish Long-Term Investment Case For EZchip Semi
sethbru • Wed, Dec 26, 2012 • 5 Comments
There's Something Strange About EZchip
Value Bulldog • Thu, Dec 20, 2012 • 16 Comments
EZchip: New Processor Will Be Unique
Shlomi Cohen • Thu, Sep 6, 2012
The Long Case For EZchip Semiconductor
Gerald P. Gehman • Thu, Dec 22, 2011 • 3 Comments
EZchip Technologies: Ready to Ramp
Brian Coleman • Mon, Jun 30, 2008 • 4 Comments
LanOptics Won't Meet The Spiraling Expectations
Shlomi Cohen • Wed, Oct 17, 2007
LanOptics' Recent Recovery
Shlomi Cohen • Wed, Aug 29, 2007
LanOptics Subsidiary EZchip In Bed with Cisco
Ohad Hammer • Thu, Jun 28, 2007
LanOptics About to Assume Full Ownership of EZChip
Shlomi Cohen • Wed, May 9, 2007
LanOptics Raising Stake In EZChip - A Bullish Sign
Shlomo Greenberg • Wed, Dec 20, 2006 • 5 Comments
LanOptics' EZChip Poised For Mega-Growth?
Shlomi Cohen • Sun, Nov 26, 2006 • 3 Comments
Charlie Burger Continues To Believe in LanOptics, EZChip
Shlomi Cohen • Wed, Oct 25, 2006

Cramer's Lightning Round - EZchip Semiconductor Is Too Dicey (5/6/13)
SA Editor Miriam Metzinger • Tue, May 7 • 1 Comment
MoSys: One Catalyst Down, More To Come
Josh Franklin • Wed, Mar 27 • 10 Comments
MoSys: A Pivotal Announcement During A Pivotal Year
Josh Franklin • Wed, Mar 20 • 3 Comments
China Coming Good For EZchip
Shlomi Cohen • Wed, Mar 20 • 2 Comments
Monday Options Brief: GNW, EZCH & F
Interactive Brokers • Mon, Mar 11
Today's Market News To Trade On: 5 Stocks Moving On News
Matthew Smith • Thu, Feb 14 • 1 Comment
Short Sellers Think These 6 Technology Stocks Are Ready To Rebound
Kapitall • Fri, Dec 21, 2012 • 3 Comments
These Stocks Are On Winning Streaks, But Short Sellers Aren't Optimistic
Kapitall • Thu, Sep 13, 2012 • 2 Comments
7 Cash Loaded Small Cap Stocks Projected For Strong Growth
ZetaKap • Thu, Aug 23, 2012
10 Stocks Faster Than Usain Bolt
Markos Kaminis • Wed, Aug 8, 2012 • 6 Comments
Broadcom Looks Oversold Headed Into 2Q Earnings
Selerity Research • Mon, Jul 23, 2012 • 1 Comment
Broadcom Corporation Q2 Earnings Preview
Vytautas Drumelis • Wed, Jul 18, 2012 • 2 Comments
Earnings Preview: Qualcomm Incorporated
Vytautas Drumelis • Thu, Jul 12, 2012 • 2 Comments
Portfolio Reflections: 4 Stocks That Stand Out
Shlomi Cohen • Wed, Jul 4, 2012 • 1 Comment
Hedge Funds Love These 7 High-Growth Semiconductors
Kapitall • Wed, Jun 13, 2012
Ceva Set For A Comeback
Shlomi Cohen • Wed, Jun 6, 2012
Broadcom Hits Resistance As The Street Braces For Solid Earnings
Selerity Research • Mon, Apr 30, 2012
Top Undervalued Telco Equipment Buys And Sells By Legendary Fund Managers
GuruFundPicks • Wed, Apr 25, 2012
Undervalued Israeli Stocks Being Accumulated By World's Largest Money Managers
GuruFundPicks • Tue, Apr 24, 2012 • 1 Comment
8 Mainly Small Cap Tech Stocks Trading Near Highs On Smart Money Buying
Kapitall • Thu, Apr 12, 2012

EZchip Semiconductor's CEO Discusses Q1 2013 Results - Earnings Call Transcript
Thu, May 9
EZchip Semiconductor's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Wed, Feb 13
EZchip's CEO Hosts New Product Announcement Conference (Transcript)
Wed, Sep 5, 2012 • 1 Comment
EZchip Semiconductor's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Wed, Aug 8, 2012

EZchip Announces First Quarter 2013 Results

PR Newswire (May 8, 2013)
EZchip Semiconductor Schedules First Quarter 2013 Results Release for Wednesday, May 8, 2013

PR Newswire (Apr 17, 2013)
EZchip Announces Filing of 2012 Annual Report

Business Wire (Mar 21, 2013)
EZchip to Present at the Roth Capital Growth Stock Conference

PR Newswire (Mar 4, 2013)
EZChip Announces Fourth Quarter and Full Year 2012 Results

PR Newswire (Feb 13, 2013)
EZchip Semiconductor Schedules Fourth Quarter and Full Year 2012 Results Release for Wednesday, February 13, 2013

PR Newswire (Jan 14, 2013)
EZchip Announces Third Quarter 2012 Results

PR Newswire (Nov 8, 2012)
EZchip Semiconductor Schedules Third Quarter 2012 Results Release For Thursday, November 8, 2012

PR Newswire (Oct 15, 2012)
EZchip Introduces NPS, a New Breed of C-Programmable NPU That Enables the Next Wave of High-Performance Smart Carrier and Data-Center Networks

PR Newswire (Sep 5, 2012)
Technology Sector Wrap

at Fox Business (Aug 29, 2012)
EZchip Semiconductor to Unveil a New Product Line on September 5, 2012

PR Newswire (Aug 28, 2012)
Technology Sector Wrap

at Fox Business (Aug 21, 2012)
Technology Sector Wrap

at Fox Business (Aug 21, 2012)
Technology Sector Wrap

at Fox Business (Aug 21, 2012)
EZchip Announces Second Quarter 2012 Results

PR Newswire (Aug 8, 2012)
EZchip Semiconductor Schedules Second Quarter 2012 Results Release for Wednesday, August 8, 2012

PR Newswire (Jul 12, 2012)
Israel Stocks: BarCap picks 4 in Israeli big-data, chip tech

at MarketWatch.com (May 18, 2012)
EZchip Announces First Quarter 2012 Results

PR Newswire (May 9, 2012)
EZchip Semiconductor Schedules First Quarter 2012 Results Release for Wednesday, May 9, 2012

Business Wire (Apr 16, 2012)
Israel Stocks: Is Israel’s EZchip a chip shot to profits?

at MarketWatch.com (Feb 16, 2012)

EZCH vs. ETF Alternatives

Company Description

Currently, there's no company description for EZCH.

Sector: Technology

Industry: Semiconductor Equipment & Materials

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, May 16, 9:15 AM A few Cisco rivals and suppliers are up premarket after the networking giant beat estimates while reporting strong data center switch/server sales and service provider orders (albeit while cautioning the SP capex environment remains tough). Some others might move higher following the open. JNPR +3.6%. FFIV +3.2%. CIEN +3.9%. EZCH +1.2% - Cisco mentioned on its earnings call sales of its ASR 9000 edge routers, which EZchip supplies network processors for, were up 40%+ Y/Y. 2 Comments [Tech, On the Move]
Monday, May 13, 11:06 AM A downgrade to Equalweight from Barclays leads EZchip (EZCH -1.4%) to slide a bit. Shares took off last Thursday after the network processor vendor delivered roughly in-line Q1 results, but provided an upbeat earnings call. CEO Eli Fruchter stated sales to Juniper, which have been slumping for some time, grew 27% Q/Q and could rise Y/Y in 2013. Moreover, Ericsson, Tellabs, and Huawei have begun placing production orders for EZchip's NP-4 processor (Huawei has been a concern), and that while sales to top customer Cisco (32% of revenue) fell 30% Y/Y in Q1 due to "lumpiness," they're still expected to grow significantly Y/Y in 2013. Comment! [Tech, On the Move, Earnings]
Wednesday, May 8, 8:04 AM EZchip (EZCH): Q1 EPS of $0.23 in-line. Revenue of $15.3M beats by $0.18M. (PR) 1 Comment [Earnings, Breaking News, Tech]
Wednesday, May 8, 12:05 AM Notable earnings before Wednesday’s open: AOL, ARQL, CTSH, CWH, DTEGY.PK, ENB, EZCH, FSYS, FUN, KRO, LMCA, LSE, MPEL, NAVB, NICE, POZN, SODA, STWD, THI, TTI, VVUS, WEN, WMC Comment! [Earnings]
Tuesday, May 7, 5:30 PM Notable earnings before Wednesday’s open: AOL, ARQL, CTSH, CWH, DTEGY.PK, ENB, EZCH, FSYS, FUN, KRO, LMCA, LSE, MPEL, NAVB, NICE, POZN, SODA, STWD, THI, TTI, VVUS, WEN, WMC Comment! [Earnings]
Friday, April 5, 9:51 AM The bloodletting in enterprise IT and telecom equipment names that followed F5's March quarter warning yesterday afternoon has spread, with some telecom component/chip names now among the companies getting hit hard. This morning's weak NFP report certainly isn't helping matters. JDSU -5%. CVLT -6.1%. EZCH -4.5%. INFA -3.9%. QLIK -3.9%. MLNX -3.6%. CAVM -8.5%. RKUS -5%. FTNT -3.9%. FNSR -6%. Comment! [Tech, On the Move]
Monday, March 11, 4:19 PM EZchip (EZCH +2.6%) had a roller-coaster ride after Kerrisdale Capital issued a report voicing concerns about Broadcom's (BRCM) entry into the carrier network processor market, arguing the company's ability to offer an end-to-end solution for line cards gives it an edge. Kerrisdale also warns of competition from Marvell's (MRVL) Xelerated unit, and argues EZchip's NPS processor will be at a manufacturing disadvantage relative to private Netronome. Shares rebounded after Feltl defended EZchip, asserting Broadcom's chips are handicapped by a lack of an integrated traffic manager, and noting Cisco and ZTE will use EZchip's NP-5 processor. 1 Comment [Tech, Quick Ideas]
Wednesday, March 6, 11:11 AM EZchip's (EZCH +3.8%) bookings remain solid and its risk/reward is compelling at current levels, declares Benchmark. That's helping shares recoup some of the huge post-earnings losses it saw last month, following a disclosure Huawei is working on an in-house network processor. Comment! [Tech, On the Move, Quick Ideas]
Thursday, February 14, 12:10 PM EZchip (EZCH +4.4%) rebounds a bit from yesterday's freefall after Oppenheimer upgrades shares to Outperform, arguing the selloff "exaggerates the impact" of lowered guidance. Thanks to Huawei's change of heart, EZchip now sees revenue growing 3x from 2012 levels over the next several years, well below prior guidance. On its earnings call, EZchip talked up the potential of its NPS processor, whose programmability and support for application-level analysis makes it well-suited for software-defined networking. But revenue isn't expected until 2015. 2 Comments [Tech, On the Move, Quick Ideas]
Wednesday, February 13, 12:45 PM Midday top 10 gainers: RSOL +76%. RCON +27%. TRLA +25%. PRLB +24%. RPXC +22%. PRO +18%. ICAD +17%. PES +13%. AMRI +12%. VG +11%.
Midday top 10 losers: LTRE -21%. EZCH -21%. RATE -19%. RAX -18%. CLF -18%. MPG -17%. FBN -17%. NAII -16%. ATOS -14%. ZN -13%. Comment! [On the Move]
Wednesday, February 13, 11:41 AM Up premarket thanks to its Q4 beat, EZchip (EZCH -23.2%) has nosedived thanks to a downbeat earnings call. The chipmaker stated Huawei hasn't yet placed production orders for EZchip's NP-4 processor, is developing a low-end network processor in-house, and might not use EZchip's next-gen NP-5 processor. Unfavorable comments were also reportedly made about ASPs and port counts at Cisco (43% of Q4 sales), though Cisco sales are still expected to grow in 2013. Q1 guidance is for revenue of ~$15M vs. a $15.2M consensus. (prepared remarks) 1 Comment [Tech, On the Move]
Wednesday, February 13, 9:10 AM Premarket gainers: RCON +56%. PPHM +17%. EZCH +11%. WFR +9%. CMCSA +8%. GRPN +8%. VG +5%.
Losers: RATE -18%. CLF -14%. RAX -12%. AVEO -11%. AMX -6%. DF -6%. NICE -5%. Comment! [On the Move]
Wednesday, February 13, 8:20 AM EZchip Semiconductor (EZCH): Q4 EPS of $0.26 beats by $0.05. Revenue of $15.2M (+7% Y/Y) beats by $1.2M. Shares +3.1% premarket. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
Wednesday, February 13, 12:05 AM Notable earnings before Wednesday’s open: ASPS, AVEO, CPN, DE, DF, DPS, DUK, EZCH, FBN, H, HSP, LO, PES, PRLB, TLM, TRI, VG, WCG, WFR 1 Comment [Earnings]
Tuesday, February 12, 5:30 PM Notable earnings before Wednesday’s open: ASPS, AVEO, CPN, DE, DF, DPS, DUK, EZCH, FBN, H, HSP, LO, PES, PRLB, TLM, TRI, VG, WCG, WFR Comment! [Earnings]
Thursday, January 24, 9:42 AM EZchip (EZCH +1.9%) opens higher after Maxim starts coverage with a Buy and $38 PT. The network processor vendor, which has been treading water for months, delivers its Q4 report on Feb. 13. Comment! [Tech, On the Move]

ltfinger
Today's Potential Upgrades (3/19/13): $AEM, $EBAY, $EZCH, $MNST, $NTES, $SQQQ, $TLT, $USG, $VXX
Mar 20, 8:44 AM
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ltfinger
ARM 3T Trend Analysis MTT SELL (3/11/13): $AKAM, $CPT, $DNB, $EZCH, $HFC, $MJN, $RNF, $SLW, $TUP, $VLO
Mar 11, 11:12 PM
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ltfinger
ARM 3T Trend STT SELL (3/11/13): $A, $AFL, $AKAM, $AMGN, $ATW, $BAM, $CVI, $DEO, $EZCH, $FMX, $HPY, $INGR, $JCP, $OKS, $PSX, $RGR, $RNF
Mar 11, 11:08 PM
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ltfinger
Today's Returning Downgrades (3/11/13): $AKAM, $EZCH, $RCL
Mar 11, 9:37 PM
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ltfinger
Today's Potential Upgrades (3/6/13): $AET, $ATI, $AVT, $CYT, $EZCH, $FCX, $HAR, $KLAC, $PAY, $RIG, $WLK
Mar 7, 7:55 AM
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SKS1586
Any Tech Gurus,Any reason for 21% drop in $ EZCH today? $EZCH beat the Earnings today. Has great Fundamentals Debtfree / Good Cashflow.
Feb 13, 1:33 PM
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Maria Auziliadora: other stock I will recommend is NTGR it was upgraded today and it also reported good and CSCO needs a company like that
Feb 15, 10:51 AM
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SKS1586: Maria - You are correct. Thanks a million. EZCH recommended by my Guru - http://seekingalpha.com/a/pd0d
Feb 15, 11:18 AM
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Maria Auziliadora
$EZCH PE alarming I rather $BRCM or $JNPR
12/17/12
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Master Che
Later today updates on NS QRE LRE KMP VNR LINE N CSOD HPQ MAKO HRL CMI HOLL FYI YUM PNRA SYNC BG DF BAC DECK EZCH ORCL IBM PAA SBUX
10/10/12
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Capitalist Bull
54 Short Setup Ideas http://bit.ly/Mu6Jt9 Never hurts 2 be prepared, 1 or 2 more D-Days & Rally DOA. BIDU PCLN X EZCH NFLX SBUX CY
9/25/12
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ZetaKap
7 Cash Loaded Small Cap Stocks Projected For Strong Growth http://bit.ly/RGq2a5 $ADNC $EZCH $OPLK $PANL $PKE $SCMR.OB $WAIR @ZetaKap
8/23/12
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LATEST REPLIES

SKS1586
Any Tech Gurus,Any reason for 21% drop in $ EZCH today? $EZCH beat the Earnings today. Has great Fundamentals Debtfree / Good Cashflow.
Feb 13, 1:33 PM
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Maria Auziliadora: other stock I will recommend is NTGR it was upgraded today and it also reported good and CSCO needs a company like that
Feb 15, 10:51 AM
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SKS1586: Maria - You are correct. Thanks a million. EZCH recommended by my Guru - http://seekingalpha.com/a/pd0d
Feb 15, 11:18 AM
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Michael Clark
Slough of shortselle signals: RAVN, INTC, NSM. Buy: EZCH, NTAP. Is this rally for real? http://seekingalpha.com/p/jht1
7/30/12
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Tack: MC: I think you might mean "slew," but slough might describe where short plays may wind up. :-)
7/30/12
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Michael Clark: You're correct, Tack. A 'slew' of short-sellers might be slain, ending up buried in the slough, sloughing their skin, out of the gain now.
7/31/12
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301672
Any thoughts on EZCH?
6/4/12
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gstein8770: hold...things will get better in Q3toQ1 of 13
6/5/12
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EZCH EZchip Semiconductor Limited

EZCH

EZchip Semiconductor Limited