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Technology Stocks : EZchip Semiconductor -- Ignore unavailable to you. Want to Upgrade?


To: Squeak22 who wrote (2453)11/4/2015 5:51:15 AM
From: w0z2 Recommendations

Recommended By
EzStinger
Squeak22

  Respond to of 2675
 
If Mellanox can harvest 10x the revenues compared to EZchip alone, why wouldn't Mellanox offer more for EZCH?
Because Eyal thought he could steal EZCH for a song with little debt and no dilution...and he may yet succeed. We cannot fault him for trying. If successful he's pulled off a fantastic acquisition which makes infinite financial and strategic sense for MLNX. The only losers are EZCH shareholders who get a fraction of what their company is worth. Talented EZCH engineers will no doubt get a favorable exchange of stock options they hold. Unfortunately shareholders get no such consideration.

In pre-Internet days I'm sure this would have been a done deal. However since ~70% of shares are owned by individuals (not insiders and institutions) and since a >75% majority is required by Israeli law, the votes of individuals will make or break this deal. If the vote fails, it will send a strong message to companies attempting takeovers on the cheap.

FYI, for anyone who has changed their minds about how they voted, be aware that you can change your vote before 11:59 PM EST on November 11 by using your Control Number at proxyvote.com.



To: Squeak22 who wrote (2453)11/4/2015 8:08:35 AM
From: GCD12 Recommendations

Recommended By
PaulAquino
w0z

  Respond to of 2675
 
Fair question but if I'm the buyer of anything, why would I pay more than I have to?

So many want to blame MLNX for not paying enough. Why? It's the seller's job to maximize value.