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Technology Stocks : EZchip Semiconductor

EZCH 25.49

0.0%

Feb 23 4:00 PM EST

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From: w0z	11/26/2015 3:13:06 PM
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Guys we'll soon (Dec. 16) learn whether RC or EZCH/MLNX was bluffing. Why all the needless speculation until then? $1B is chump change to either CSCO or INTC if either thought EZCH had technology that would provide significant competitive advantages (or to keep it away from MLNX). Unfortunately corporate hubris may be at work here with a strong case of NIH (typical for large companies), even if it saved significant R&D to duplicate (see Nomura's comment below). I'd guess INTC is a more likely candidate due to their recent interest in networking and their existing presence in Israel. Time will tell soon enough (3 weeks). Nomura on MLNX: We estimate that Mellanox currently has a 15-18% share of the overall 10/40G NIC market (90% share in 40G), with Intel at ~40% and QLogic and Emulex (acquired by Avago) with 10-12% share each. We expect Mellanox to gain share against all key vendors in this space. We believe Intel likely launches its vSwitch accelerated NICs in ’16 giving Mellanox a 2-3 year lead. In addition, we believe Avago will likely exit the NIC business (~$80-100m in revenue), which should mostly benefit Mellanox.

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