Mellanox Technologies, Ltd. (NASDAQ:MLNX)

CAPS Rating: 3 out of 5

The Company is a supplier of semiconductor-based, interconnect products that facilitate data transmission between servers, communications infrastructure equipment and storage systems.

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Member Avatar philval (< 20) Submitted: 12/10/2012 12:11:21 PM : Outperform Start Price: $70.81 MLNX Score: -78.37

how can a stock die that totally beat their estimates because one dude downgraded it

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Member Avatar NajdorfSicilian (99.87) Submitted: 9/10/2012 2:36:51 PM : Underperform Start Price: $101.94 MLNX Score: +95.86

highly overvalued

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Member Avatar tickertutor (< 20) Submitted: 6/24/2012 11:39:16 AM : Outperform Start Price: $68.86 MLNX Score: -87.92

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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Member Avatar phatchips767 (< 20) Submitted: 5/1/2012 5:26:33 PM : Outperform Start Price: $56.77 MLNX Score: -65.99

israeli company pentrates new mrkts as seen in ibd.eps rating -96 and composite rating was 98

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Member Avatar RRondo (38.80) Submitted: 7/22/2010 7:10:22 PM : Outperform Start Price: $15.81 MLNX Score: +92.18

On the bounce

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Member Avatar avnerg (< 20) Submitted: 4/21/2010 4:24:33 PM : Outperform Start Price: $25.28 MLNX Score: +5.38

A very promising and well-run company

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Member Avatar chica70 (32.50) Submitted: 3/30/2010 4:43:50 PM : Outperform Start Price: $23.36 MLNX Score: +15.43

Int'l., stable,

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Member Avatar marketgurudotcom (< 20) Submitted: 11/4/2008 10:06:33 AM : Outperform Start Price: $7.89 MLNX Score: +343.17

more good news by Mellanox (MLNX)

http://www.marketguru.com/opinions/more-good-news-by-mellanox/1002,3217

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Member Avatar lscher (60.43) Submitted: 8/10/2008 10:01:42 AM : Outperform Start Price: $12.33 MLNX Score: +193.35

Owns 85% of Infiniband silicon market. Infiniband will grow rapidly with catalysts such as virtualization, cloud computing and solid state drives, which require rapid transfer of data

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Member Avatar KB001 (< 20) Submitted: 5/5/2008 12:07:27 PM : Outperform Start Price: $16.30 MLNX Score: +119.71

Top Player in industry, will stay stabile.

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Member Avatar TD4Me (< 20) Submitted: 5/4/2008 5:29:33 PM : Outperform Start Price: $16.17 MLNX Score: +121.99

This company is just awesome.

They make the fastest network switches for the biggest players

in the server industry.

A super-brainy Israeli tech team combined with a very shrewd

marketing squad has created a company that most likely will be

a takeover target given time, not because another company thinks

it can run it better but because it is very profitable and their expertise

is priceless.

The only criticism I have is the frequency with wich insiders sell

shares. I'd like to see a little more buying. Naturally they have

expenses that they need money for but I think the share price

would not be as volatile if they could find another way to compensate their management. I know all companies have options

plans and all officers/insiders are known to sell shares. The MLNX share price at this stage also seems to be reacting to the woes

of the broader tech sector. Luckily of late MLNX has started to

rise above this static and make a strong upswing. Only time will tell

if it holds up but I think in the long run this company will do great.

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Member Avatar bigfattydog (81.23) Submitted: 4/24/2008 11:47:00 PM : Outperform Start Price: $15.50 MLNX Score: +131.92

I do not know much about computers but the last pitch i read had me sold that this was a good pick, sometimes you have to trust people who know about a product to invest in it.

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Member Avatar LongUSA (50.09) Submitted: 4/22/2008 1:30:05 PM : Outperform Start Price: $14.51 MLNX Score: +148.63

MLNX uniquely offers products starting mid-2008 that combine 1GbE (GbE = Gigabit Ethernet), 10GbE, and 10Gb, 20Gb, 40Gb Infiniband (today they offer each of these in separate products), with software enabling all the protocols in use or proposed to be used in datacenters and supercomputer installations.

Thus, it enables CIOs to install MLNX products (via them being offered by the major server co's - that major design-in hurdle was accomplished over the past years) and be safe from whatever standard or combination emerges. This should enable MLNX to substanitally grow share in the interconnect market, breaking out from its #1position in the infiniband market to build a good, perhaps #1, share in the overall space. This should begin to be recognized in the coming quarters as the cobined product comes to market.

Given the above, the company is also an attractive takeover target for such companies as BRCM, MRVL, or even INTC to enhance / protect their existing market positions. With the stock down in the low teens as of this writing, this is an attractive entry point.

All the above JMHOs.

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Member Avatar eden63 (< 20) Submitted: 3/24/2008 11:51:43 PM : Outperform Start Price: $13.54 MLNX Score: +167.43

Anything internet related it bound to excel!

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Member Avatar clily59 (87.65) Submitted: 3/24/2008 8:48:02 AM : Outperform Start Price: $13.10 MLNX Score: +176.43

Will improve as the industry requires more of its product

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Member Avatar thongd4me (< 20) Submitted: 3/22/2008 12:53:05 AM : Outperform Start Price: $13.10 MLNX Score: +176.43

This is a SMALL company with some very important clients in

the tech sector, meaning HP and others. They had incredible

growth and this should continue on the same track.

With the recent sales of shares by insiders combined with the

overall market downturn, the shares are at an all-time bargain

price. This is a perfect storm of value investing.

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Member Avatar PenguinOnFire (30.04) Submitted: 2/12/2008 10:59:53 PM : Outperform Start Price: $15.31 MLNX Score: +130.89

Finally an ethernet killer, infiniband is being widely adopted across the supercomputer and storage industry, It should soon hit consumer class chips, mellanox is the best positioned company to take the bigger slice of the pie.

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Member Avatar arthurmnev (< 20) Submitted: 3/16/2007 12:08:51 PM : Outperform Start Price: $15.00 MLNX Score: +137.56

The company is independent of a particular product distributor (Cisco / Voltaire).
Infiniband is superior to the Ethernet in a localized solution.
Major Motherboard manufacturers (Supermicro) now include Infiniband HCA built in (Mellanox Sales)
Very price competitive in storage space (See SilverStorm acquisition)
The same acquisition will only promote Infiniband deployment and therefore silicon production.

I'm thinking poor short term returns until Cisco IB sales pick up. Good long term investment. In theory if Cisco manages to squash the competition (Qlogic/SilverStorm) and the technology is adapted on a wide-scale. I'm hoping for $45 per share in 24-36 months.

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Member Avatar indianrunner (< 20) Submitted: 2/16/2007 3:27:13 PM : Outperform Start Price: $21.67 MLNX Score: +55.07

silicon making company, good short-term returns

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Member Avatar WilliamCrook2003 (70.72) Submitted: 2/8/2007 6:03:24 PM : Outperform Start Price: $19.90 MLNX Score: +72.35

New Technlogy anything which helps people to have better lives I am in favour of it.

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