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Technology Stocks : Mellanox Technologies, Ltd.
MLNX 124.890.0%Apr 27 4:00 PM EDT
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To: Sydney Carton who wrote (904)11/23/2017 7:27:00 AM
From: w0z1 Recommendation

Recommended By
EzStinger

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I believe the "fundamental" is a new activist shareholder that will kick management's butt to bring more cash to the bottom line:

"Starboard believes Mellanox is spending too much on research and development and other corporate expenses to try to grow revenue, sacrificing margins compared with peers, according to people familiar with the matter. The activist wants the company to improve its operations and potentially explore a deal to boost the stock, it confirmed in a filing late Monday."

seekingalpha.com
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