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Technology Stocks : Mellanox Technologies, Ltd. -- Ignore unavailable to you. Want to Upgrade?

To: brokendreams who wrote (923)	1/19/2018 10:12:36 AM
From: The Ox	Read Replies (1) \| Respond to of 954

I believe your characterization of "failure" from MLNX's acquisitions is extremely negative. I doubt one can completely quantify the knowledge or IP/technology gained from these "failures" unless you are inside MLNX's boardroom. How much did the knowledge gained help their current product development or change the future road map? I would guess that there would be plenty of agreement from MLNX's BoD that not all went as planned. What we don't know is how much companies like EZCH and Kotura may have overstated what they were bringing to the table? Synergies gained from acquisitions are often hard to quantify and often take much longer to come to fruition than originally thought. That said, I also believe having activist investors can help companies become more efficient and profitable. Sometimes its a bit of a chicken and egg issue (was the company already on the road to being more efficient before the activists came on board...etc....). It's interesting for you to finish your post with "new blood, new ideas" as that was part of the Kotura and EZCH additions. Not sure it's fair to state that MLNX has been "staying the course".