" By chance a couple of days ago, I met a sales engineer with Cisco. I asked him if he was familiar with EZchip. He said sure, and asked me how I knew about the company. I explained that I had a fairly substantial position in EZ via LNOP . His response, "Huh? I thought it was privately held." We talked for a while, and I explained the relationship between Lanoptics and EZ. He was excited and said that he would be buying a bunch, and would spread the word. He wasn't forthcoming with any details on CSCO's rollout, but said that he was aware that something "was in the works." Once LNOP ...
LanOptics' E.Z. Chip subsidiary sells network processors that switch and send voice, video and data traffic over the Internet. With growth driven by "triple-play" offerings from cable-TV and phone companies, George Gilder, editor of the Gilder Technology Report, looks for upside surprises in 2007.
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