Akram's Razor

Buy Acme Packet; It's Mellanox In Reverse

"The little reed, bending to the force of the wind, soon stood upright again when the storm had passed over." - Aesop

Those of you who have followed my writings on Mellanox (NASDAQ:MLNX) understand that hardware component tech stocks require a good deal of cycle timing. If you catch an upgrade cycle before it happens, you can do very well, but as that often requires a good deal of luck, most of my experience in the space comes from shorting these names when I think a cycle has peaked. This is because identifying such a stock once its share price has gone parabolic and the media and sell side have fallen in love with it is naturally a...

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