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EZchip: Customer Concentration And Uneven Revenue Stream Have Forced Risky Shift To The Data Center

2013-03-13 14:17:22| Electronics - Topix.net

Earlier this week, we published our first article on EZchip, stating our conviction that EZCH shares are grossly overvalued.

Tags: data center customer shift

 

EZchip: Immediate Competitive Threats, Customer Defections And An Unsustainable Valuation

2013-03-11 18:28:01| Semiconductors - Topix.net

EZCH shares currently trade at $23.79, implying an egregious 7.5x 2013E EV/Revenue and a 32.5x GAAP P/E, surprising multiples for a business that has repeatedly demonstrated its inability to grow.

Tags: customer competitive threats valuation

 

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