Send Message
View as an RSS Feed
  • Cisco Systems' CEO Presents at Cisco Financial Analyst Conference 2013 (Transcript)  [View article]
    Cisco certainly is one of the biggest in the hook up part of the biz....network...it not THE biggest..............if the total TAM for the NEXT internet is going to be multiple times bigger than the one we're in, why is Cisco not going to be part of it........:??? flopwedge
    Dec 15, 2013. 03:37 AM | Likes Like |Link to Comment
  • 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.  [View news story]
    Seems like there was nothing going on in the mkt in EZCH right at the opening....only 1600 opened, down 2 cents..........then with in a half hour, 150,000+ shs had traded ,down about a point....then before the mkt was open 45 mintues, 475,000 had traded down 1.56+.....THEN, of all things a report came out from Kerrisdal Capital......a very bearish report..............go figure. Timing is everything is life , isn't it???.
    Mar 12, 2013. 07:00 AM | Likes Like |Link to Comment
  • EZchip Semiconductor (EZCH) Bullish Long Term Investment Case  [View instapost]
    The people that shorted on Thurs, because of the highly inaccurate SA report, had a very bad day on Friday, and scrambled to buy a ton of the stock on the close..........this will make for much higher prices in the future....we still have well over 4mill shs sold short, and they do NOT all have profits.............

    It worries me that an out fit like SA can come out and say a stock is worth less than half of what it is selling , and a bull report , seeking upside is not allowed to make such predictions , with the threat of jail time. How does that work.....bulls are held to a reporting standard and bears get a free ride?.........how is that fair?.........Flopwedge
    Dec 23, 2012. 06:32 AM | Likes Like |Link to Comment