Mellanox Technologies, Ltd. Message Board

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Technology Stocks : Mellanox Technologies, Ltd.

MLNX 124.89

0.0%

Apr 27 4:00 PM EDT

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To: w0z who wrote (922)	1/19/2018 9:53:29 AM
From: brokendreams	Read Replies (1) of 954

It's a compelling list of directors. Bottom line is that significant change is needed to push Mellanox out of this 5-year doldrum and the current board has been silent and allowed for this to go on for too long. Starboard means business and so far the shareholders have been able to see this stock go up dramatically because of their involvement and drive for change. Mellanox has killed the SiP division so that acquisition of Kotura for $82M is down the drain. They killed the only revenue generating business of the EZchip acquisition and are hoping the Tilera business can help make up the difference with their new BlueField product. That puts their $812M acquisition of EZchip to be very questionable as well. There is no reason why a CEO needs to stay in the same company for as long as he has, and to say at a public event that you plan to stay for another 20 years is quite strange. A company needs new blood, and new ideas to keep thriving. Staying the course never has done well for any company.

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