Breaking News
Comments
Newest First | Oldest First | Threaded View
UdaraW
User Rank
Rookie
re: Oracle invests in Mellanox
UdaraW   10/28/2010 5:43:39 PM
NO RATINGS
Yes, Mellanox has already gone public. It is in the open marketplace that Oracle has purchased Mellanox stocks. Speaking on Infiniband, I agree with Rick. Inifiniband might not grow as large as Ethernet or as so widely establshed as Ethernet. But definitely Mellanox has promise to grow bigger and more profitable in the medium term. Since Mellanox enjoys a significant market share in Infiniband switching products, it may at present and it will most definitely in the future, be able to earn super-profits. While ackonwledge the strategic motives as playing a part, this is the reason why I argue that the Oracle’s investment in Mellanox can be a plain-old investment for the sake of being profitable?

anon5193417
User Rank
Rookie
re: Oracle invests in Mellanox
anon5193417   10/28/2010 5:21:52 PM
NO RATINGS
Mellanox is public http://finance.yahoo.com/q?s=MLNX

rick merritt
User Rank
Blogger
re: Oracle invests in Mellanox
rick merritt   10/28/2010 3:33:34 PM
NO RATINGS
Oracle, like IBM and others, has a big stake in Infiniband and Mellanox is the only company making chips for it. Infiniband will never big as big as Ethernet, and Mellanox has been embracing Ethernet products to fuel its growth. I keep wondering why Mellanox has not gone public.

UdaraW
User Rank
Rookie
re: Oracle invests in Mellanox
UdaraW   10/28/2010 7:10:12 AM
NO RATINGS
Well, in my view, it is wrong to conclude that Oracle has purchased Mellanox. Oracle has merely purchased 10.2% of Mellanox ownership, that again in the open market, which does not appear to be a buy out of Mellanox by Oracle. However, in addition to being a demonstration of Oracle’s power, this move does have a two-fold effect. On one hand it gives additional leverage for Oracle to maneuver if another player tries to take over Mellanox. On the other hand, this gives an incentive for Mellanox to be especially accomodating of Oracle’s market needs and perhaps, gives Oracle, themselves, the opportunity to effect a unsolicited take over if the Mellanox gets too friendly with Oracle’s competitors. Besides, who wouldn’t want to invest in a strong player in InifiniBand which appears to be the next big thing after Ethernet? This may be an investment in its literal meaning.

vervehotel
User Rank
Rookie
re: Oracle invests in Mellanox
vervehotel   10/28/2010 4:51:04 AM
NO RATINGS
Really a educative and informative post, the post is good in all regards,I am glad to read this post. http://www.vervehotel.com/html/new-york-hotel-tour-packages.asp Midtown Manhattan Hotels Newyork

mark.lapedus
User Rank
Rookie
re: Oracle invests in Mellanox
mark.lapedus   10/27/2010 11:26:50 PM
NO RATINGS
Who's next on Oracle's shopping list for IC acquisitions or investments?



Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Juggling a Cornucopia of Projects
Max Maxfield
Post a comment
I feel like I'm juggling a lot of hobby projects at the moment. The problem is that I can't juggle. Actually, that's not strictly true -- I can juggle ten fine china dinner plates, but ...

Karen Field

June 2014 Cartoon Caption Winner
Karen Field
13 comments
Congratulations to "Wnderer" for submitting the winning caption for our June cartoon, after much heated conversation by our judges, given the plethora of great entries.

Jeremy Cook

Inspection Rejection: Why More Is Less in a Vision System
Jeremy Cook
3 comments
Albert Einstein has been quoted as saying, "Everything should be as simple as possible, but not simpler." I would never claim to have his level of insight -- or such an awesome head of ...

Jeremy Cook

Machine Fixes That Made Me Go 'DUH!'
Jeremy Cook
21 comments
As you can see in my bio at the end of this article, I work as a manufacturing engineer. One of my favorite things that happens on a Friday late in the afternoon is to hear my phone ring ...

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)