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

To: Squeak22 who wrote (2630)	12/27/2015 8:31:39 PM
From: w0z	Respond to of 2675

What do you think of the MLNX chart since Sept 30 when the merger was announced? MLNX peaked ~48 about two weeks before the merger vote and has steadily declined since then to about 43. It could be a function of the market recognizing MLNX will have significant competition, even though it's in the lead now. I don't see how the merger can be anything but positive at 25.50 (or even higher).

To: Squeak22 who wrote (2630)	12/28/2015 11:23:40 AM
From: Jim Mullens	3 Recommendations Recommended By EzStinger GCD1 PaulAquino Read Replies (1) \| Respond to of 2675

Squeak22, re: EZCH shareholders have been strongly favoring........................ Probably better said- “some / a few” EZCH shareholders .....as only a small minority (25%) of disgruntled shareholders are needed to defeat the acquisition..... led by an activist fund (~8% shares) along with a few subscription base services which have long (decade + ? ) been promoting / promising a much higher EZCH share price. FWIW, I’ve sold all my long held EZCH shares based on GG’s early on comments.... “...Now my recommendation is to buy Mellanox on the dips. If you think Mellanox is stealing EZ, you can try to steal MLNX. .... I suspect it is futile to fight the current movement toward agglomeration. But if you are still intrigued by the prospect of investing in the coming transformation of the net by SDN and NFV--for two acronyms that EZ has covered, along with fiberspeed parallel-processing--you cannot do better than to buy MLNX (with EZ added) opportunely. This is still the direction that all this technology is going.