Mellanox (NASDAQ:MLNX) is a fabless semiconductor company that designs interconnect products for the datacenter. In particular, the company's products focus on both InfiniBand and Ethernet adapter and switch silicon. Now, while Mellanox's Ethernet business is growing nicely as the Web 2.0 infrastructure/cloud builds out (ethernet is the interconnect of choice here), the firm's real crown jewel is the high performance computing space in which it can deploy its InfiniBand products.
Why is InfiniBand so important?
InfiniBand, for those of you unfamiliar with the technology, is a very high speed network connectivity standard. It connects up systems as Ethernet does, but it is generally much faster at doing so. For many datacenter applications, particularly those that are cost-sensitive, Ethernet...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|