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To: The Ox who wrote (1424)	2/4/2013 12:19:13 PM
From: The Ox	Read Replies (3) \| Respond to of 8239

Back of the napkin calc on BSFT could target $52 to $55 or 40% upside in a year. They work with APKT amongst others....

To: The Ox who wrote (1424)	2/4/2013 2:05:00 PM
From: w0z	Read Replies (1) \| Respond to of 8239

Rumor has it that ORCL was the buyer of MLNX when it briefly dipped to about $40 post-earnings and immediately went back to the $50 area. ORCL already held ~10% of MLNX before this happened. Wonder if MLNX could be in ORCL's plans for a complete acquisition?