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The Company is a supplier of semiconductor-based, interconnect products that facilitate data transmission between servers, communications infrastructure equipment and storage systems.
Because the Infiniband universe is roughly limited to two companies(INTC after its purchase of QLGC assets, and MLNX after its purchase of Voltaire) I suspect MLNX will probably be bought out by either INTC, ORCL, or another large player. The risks to MLNX story is the potential for INTC to develop their own line of competing products. But either way, no one can doubt that MLNX is leading the pack by leaps and bounds right now. That fact alone warrants the current premium on shares. We also know that MLNX execs are open to the idea of being bought out, though at the time Oracle had approached them in December 2010, they felt it was too early. The high-speed Data Center Ethernet Switch market will grow at a compound annual growth rate (CAGR) of 28 percent, from over $3 Billion in 2010 to more than $12 Billion in 2015. Will these guys be public in 12 months time? In my opinion, the answer is undoubtedly NO!
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