| | | following NapaDoc comments regarding Eli's credibility:
Mellanox-EZchip Press Conference
| "EZCHIP REITERATES BENEFITS OF MELLANOX TRANSACTION FOR ALL SHAREHOLDERS"
| Oct-01
| Nov-05
| Eyal: "...Eli Fruchter, an old friend of
mine and the CEO of Ezchip…"
| "EZCHIP CEO ELI FRUCHTER AND MELLANOX CEO EYAL WALDMAN ARE NOT FRIENDS"
| Eli: "...In recent years, Eyal and I have met frequently, each time in a different restaurant in Yokneam…"
| Eyal: "... We have discussed a possible merger for several years, dined in El Babur restaurant in Yokneam numerous times, and gained some extra kilograms together there…"
| Eyal: "...The negotiations between us were very interesting, the difference as I see it was ultimately $1.50…"
| Mellanox’s cash offer of $25.50 per share is the result of several price increases following extensive negotiations
|
EZchip Semiconductor Second Quarter 2015 Results
| "EZCHIP REITERATES BENEFITS OF MELLANOX TRANSACTION FOR ALL SHAREHOLDERS"
| Aug-02
| Nov-05
| Interest in NPS remains elevated, and we are very pleased to report five Tier-1 design wins in our new target markets for white boxes and data centers as well as in our traditional carrier router markets, to commence following sample availability. Three of these reported design wins are in our new target markets: a white box with a Tier-1 carrier, a white box with a hyper-scale data center operator, and a third win with a Tier-1 data center switch vendor. Within our core networking end market we already reported a win with ZTE and we now have another Tier-1 switch/router vendor, which brings the total to five Tier-1 wins. We believe it is important for investors to note that the NPS enables EZchip to capture significantly more customers with more use cases than previously achieved with the NP-4 or NP-5 products
| " it is not clear what revenue these design wins will translate to or when
It is possible that by the time NPS-400 reaches volume production"
"there will be other third party chips that are not NPUs, but will provide simpler and lower cost routing solutions for the vast majority of white boxes, which could significantly reduce the addressable market for the NPS-400"
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