Seeking Alpha

Mellanox (MLNX +3.0%) has been approached several times by potential acquirers, claims CEO Eyal...

Mellanox (MLNX +3.0%) has been approached several times by potential acquirers, claims CEO Eyal Waldman, but the company prefers to remain independent. Waldman adds Mellanox has a "gentleman's agreement" with #1 customer Oracle (ORCL) that the latter won't add to its 10% stake, whose value has increased considerably, and claims Mellanox's InfiniBand solutions won't see serious competition from rivals such as Intel for at least 3 years. Others are more concerned. (CFO retirement).
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