SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : EZchip Semiconductor
EZCH 25.490.0%Feb 23 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Squeak22 who wrote (2453)11/4/2015 5:51:15 AM
From: w0z2 Recommendations

Recommended By
EzStinger
Squeak22

   of 2675
 
If Mellanox can harvest 10x the revenues compared to EZchip alone, why wouldn't Mellanox offer more for EZCH?
Because Eyal thought he could steal EZCH for a song with little debt and no dilution...and he may yet succeed. We cannot fault him for trying. If successful he's pulled off a fantastic acquisition which makes infinite financial and strategic sense for MLNX. The only losers are EZCH shareholders who get a fraction of what their company is worth. Talented EZCH engineers will no doubt get a favorable exchange of stock options they hold. Unfortunately shareholders get no such consideration.

In pre-Internet days I'm sure this would have been a done deal. However since ~70% of shares are owned by individuals (not insiders and institutions) and since a >75% majority is required by Israeli law, the votes of individuals will make or break this deal. If the vote fails, it will send a strong message to companies attempting takeovers on the cheap.

FYI, for anyone who has changed their minds about how they voted, be aware that you can change your vote before 11:59 PM EST on November 11 by using your Control Number at proxyvote.com.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News