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Technology Stocks : EZchip Semiconductor

EZCH 25.49

0.0%

Feb 23 4:00 PM EST

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PaulAquino

From: shlomi cohen

11/4/2015 12:44:07 AM

2 Recommendations Read Replies (3) of 2675

GG today :

Posted: Tue Nov 03, 2015 7:08 pm Post subject: The Meaning of Fruchter's Mindchange

The heart of Eli Fruchter's case for the Mellanox deal is a transformation of the network processor market from a device sale to a system sale. Mellanox has become a systems company focused on the datacenter. It already is selling Ethernet switches in volume to all the major datacenter operators. As a user of EZ's chips, eventually the NPS-MX, Mellanox will harvest 10 times the revenues EZchip can get as a producer of chips alone. In effect, Mellanox would become an EZ competitor, across the street in Yokneam, focusing on systems that EZ cannot produce or market. Eli will buy MLNX shares as soon as the deal is completed. He says the momentum is irreversible and the consequences of turning down the deal are dire for us all. GG

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