Opinions
Robert McWhirter
EZchip
EZCH-Q
COMMENT
May 15, 2015
$15.060
Stock price when the opinion was issued
0
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A fabulous semiconductor company based out of Israel. They design chips for communications, but have someone else make them. A big concern is that one of their large customers has just taken delivery of the latest model, which should keep them going for another 3 years, but when they start developing their new 1 GB solution, they are going to design this in-house. EXchip is also internally creating their own 1 GB chip, which will keep them going. Feels they will make easy money in free cash flow, but the stock price will become depressed because of that.