I am writing this short instablog to let my followers who invest-in or follow Mellanox, of a new controversial article by Arnold Frisch about the Intel Omni-Path, and especially the heated debate in the article's comments section regarding Mellanox Infiniband EDR vs. the expected Intel Omni Path. The article is available in the following link: https://seekingalpha.com/article/3848546-intel-optics-closes-openings-server-market
The article is very controversial in my opinion and contains a number of false statements, but also interesting claims. The heated debate in the comments section is even more interesting, and I think would be good for Mellanox investors and followers to look at. If you have some relevant information to contribute, obviously feel free to post as your own comment. Mellanox supporters are clearly out-numbered by the Intel enthusiasts in the discussion there, and there are certainly some aspects of a "David vs. Goliath" in the comment section discussion :-)
Enjoy the reading,
Disclosure: I am/we are long MLNX.