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Technology Stocks : EZchip Semiconductor
EZCH 25.490.0%Feb 23 4:00 PM EST
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To: profstok who wrote (2518)11/10/2015 8:36:13 AM
From: w0z   of 2675
 
An enormous amount of this value will be transferred to Mellanox for free. Research firm CRT Capital estimates that this deal will be $0.80 cents per share accretive to Mellanox in the first year alone.
MLNX current year estimate is $1.75. Assuming the same forward P/E (27.2 per Zacks), this would increase MLNX SP by $21.76 at the same P/E (assuming the $0.80 is correct) to >$69.
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