Seeking Alpha

I, among others, have been bearish on shares of Mellanox (MLNX) as it has been widely perceived that Intel (INTC) would likely go about a large scale integration of the InfiniBand interface onto its high end Xeon processors in the CY2015 timeframe. I believe that such fears are - in light of recent evidence - overblown and that Mellanox's primary threat comes from discrete Infiniband adapters and switches from Intel, rather than from integration that would ultimately leave Mellanox unable to compete. While such integration is likely, I do not expect it to be launched in the next major Intel server platform, and as a result, I expect integration of Infiniband to come much...

Only subscribers can access this article, which is part of the PRO research library covering 3,758 different stocks.
Growing numbers of fund managers and other investment professionals subscribe to Seeking Alpha PRO for equity research that is unavailable elsewhere, so they can: