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Technology Stocks : EZchip Semiconductor
EZCH 25.490.0%Feb 23 4:00 PM EST

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To: Tartuffe who wrote (2644)1/3/2016 5:54:42 PM
From: GCD13 Recommendations

Recommended By
EzStinger
Jim Mullens
PaulAquino

   of 2675
 
I wouldn't be surprised if MLNX does sweeten to close the deal, but $30 would be a stretch. They need it more than they want it. Wouldn't be surprised if RC extracts another 10% and swings 180 to accept the deal.

GG has said a lot of things, most of them wrong or didn't come to pass with EZ. Not unlike a lot of his "noggins" GG picks good tech, but rarely good stocks and his timing is off by years. Is GG really going to say anything contrary to his rabid message board that wants the deal dead? He also said, in as many words, to read the writing on the wall and buy MLNX which implies its over or will be over.

IMHO, EZ will never achieve its potential if they go back to independent ownership. They will be forever up for sale, which means their engineers will be looking, and their customers will be hedge their products indefinitely. The damage is done, the die is cast.

The combined company of MLNX/EZCH would be a must hold for the impending NFV/SDN wave over the next 10 years.
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