Mellanox Technologies, Ltd. Message Board

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Technology Stocks : Mellanox Technologies, Ltd.

MLNX 124.89

0.0%

Apr 27 5:00 PM EST

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To: PaulAquino who wrote (729)	4/6/2017 8:39:40 PM
From: Elroy	of 954

What could Marvell buy? Rolland’s hunch is Mellanox Technologies (MLNX), based on Marvell’s interest in gaining scale in networking chips. Other candidates, starting with the most potentially accretive to Marvell’s earnings, are Lattice Semiconductor (LSCC), if a pending buyout agreement falls through; Cypress Semiconductor (CY); MaxLinear (MXL); and Microsemi (MSCC). SIMO seems like an obvious acquisition target. Both SIMO and MRVL make SSD controllers, SIMO being the mass market low end high volume maker, MRVL more of a the upscale high end low volume enterprise player.

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