Mellanox Technologies, Ltd. (NASDAQ:MLNX)

Oversold

I liked Kerrisdale Capital's short thesis
http://seekingalpha.com/article/1132991-mellanox-growth-has-vanished-trust-is-lost-and-premium-multiple-should-soon-evaporate?source=feed

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

highly overvalued

If rumors prove true that IBM or ORCL want to buy MLNX for $150 a share, there's some upside still to be gained here

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!

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

On the bounce

A very promising and well-run company

Int'l., stable,

more good news by Mellanox (MLNX)

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

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

I've been pitching the results of a screener I did a couple of weeks ago. The screener looked at small, 5 star, unanimous all-star, little followed companies with significant inside ownership. Of the 13 companies that the screener returned, this is the one I'm putting IRL money into. Sure, I've written that tech stocks stink and I don't want them. This one, however, is the exception.

I have been looking for an international opportunity. I have been looking for value, low debt, good efficiencies, etc. This company has it. Of course, it's beaten down from its IPO. But if the analysts are anywhere close, it'll be a 2billion dollar company in 6 years. I missed Microsoft in the eighties, and Starbucks in the nineties. This one might be the ten bagger opportunity for this decade. Like Microsoft and Starbucks, an investment in those companies during their infancy wasn't speculation, it would have been good Foolish investing.

By the way, they make really cool products. Other pitchers have described their products better than I can.

This company came to my attention from a CAPS screener. I chose five star small cap companies with significant insider ownership and unanimous all-star outperforms. See my blog on my CAPS page for other companies from this screener.

Top Player in industry, will stay stabile.

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.

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.

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.

Anything internet related it bound to excel!

Will improve as the industry requires more of its product