EZchip

EZCH-Q

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about EZCH-Q

Signal
Opinion
Expert
COMMENT
COMMENT
May 15, 2015

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.

EZchip (EZCH-Q)
May 15, 2015

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.

Robert McWhirter
President, Selective Asset Management
Price
$15.060
Owned
No
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