Mellanox's warning fueled a gradual selloff in enterprise tech stocks. Some storage-centric...

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slosj Comments (2)
 
Was it worth the sell off, fairly, or was it just a panic sell.? Was Mellanox's warning worthy of the sell off?
3 Jan, 05:45 PM Reply Like

slosj Comments (2)
 
I'm an individual trader so eat up every word on Seeking Alpha on the stocks I'm "stalking". Between you and MSN.MONEY and Scottrade I get lots of information that I trust to help make decisions about what to buy or what not to buy. I love Alpha and have recommended it to others and they feel the same way about it.
3 Jan, 05:46 PM Reply Like

SA Editor Eric Jhonsa Comments (563)
 
Thanks for the positive feedback
3 Jan, 07:44 PM Reply Like

bkhandan Comment (1)
 
I have owned and used VMware for years.
To compare Mellanox issues with VMware is not correct.

VMware is the leader in the market with no close
Second.

Their product is superior and in demand

2013 is a cycle upgrade year

Somehow, this selloff of almost $3 is not valid based
On what is expected to happen in 2013 in the Cloud

My 2 cents
4 Jan, 02:33 AM Reply Like