February 2008 and was replaced by Frank Calderoni, a Cisco finance veteran who previously served as CFO at SanDisk SNDK and QLogic QLGC . Gary Moore is president and COO, having previously run Cisco's services business. Cisco's executive and senior management
By Ashraf Eassa : Mellanox ( 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
QLogic ( QLGC +0.2% ) has hired Prasad Rampalli, until now EMC 's cross-business-unit engineering chief, to be its new CEO, effective
the back burner and finally off the stove. Intel reversed course last year when it bought the Infiniband business of Qlogic ( QLGC ). Intel made other, related acquisitions, but Qlogic is the key. The business that Intel plans to build around the Infiniband
By Kerrisdale Capital Management : Mellanox ( MLNX ), a stock that we've previously written up as a short recommendation , announced disappointing Q4 2012 results yesterday and gave catastrophic Q1 2013 revenue guidance . Though the stock initially dropped 22% after hours to $41, MLNX shares ...
By Akram's Razor : "Technology is not evolving anymore, technology is evolution." Over the past month or two, there have been a couple interesting bearish pieces written on Mellanox ( MLNX ) that have caught my attention and got me to dig a little deeper into the story. (I'd been keeping an eye on
By Kerrisdale Capital Management : We believe that shares of Mellanox Technologies, Ltd. ( MLNX ) are highly overvalued, not only because it is a semiconductor company operating in a small and technologically fast-changing niche trading at an absurdly high valuation, but, equally as important, the
By Kapitall : There are many sources to find out what analysts or traders predict the direction of stocks to be, but one of the most interesting is shares shorted. Shorting a share indicates a specific prediction that the stock’s price will soon fall, and because shorting requires significant ...
KLAC]], [[LEG]], [[MCK]], [[MET]], [[MMI]], [[MXIM]], [[NETL]], [[NLY]], [[ QLGC ]], [[QLIK]], [[RADS]], [[RGC]], [[RSG]], [[SBUX]], [[SWN]], [[VECO]], [[VRSN
By Kapitall : The following is a list of twenty companies that have recently raised earnings guidance above analysts’ estimates. These stocks are also significantly undervalued relative to analyst target price. Yes, there are many limitations to this approach of finding undervalued companies, but