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Technology Stocks : EZchip Semiconductor
EZCH 25.490.0%Feb 23 4:00 PM EST
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To: w0z who wrote (2628)12/27/2015 11:05:29 AM
From: Squeak22  Read Replies (2) of 2675
 
w02,

I do see what you're pointing out, but it's still hard for me to agree since we're still three weeks or so from the January vote. You may be right though. It will be interesting to see whether the SP declines heading into the vote, as it did last time.

What do you think of the MLNX chart since Sept 30 when the merger was announced? MLNX peaked ~48 about two weeks before the merger vote and has steadily declined since then to about 43. Since the EZCH acquisition would be strongly accretive, this suggests that the market thinks either the deal will fail or that the terms will be revised such that they will be less favorable to MLNX. Either because MLNX will raise its cash offer for EZCH above $25.50 or perhaps even convert from all-cash to at least some/all MLNX stock. (EZCH shareholders have been strongly been favoring a stock swap but this means dilution).
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