Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
UdaraW
User Rank
Author
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
Author
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
Author
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
Author
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
Author
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
Author
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?



Radio
LATEST ARCHIVED BROADCAST
As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Most Recent Comments
rick merritt
 
antedeluvian
 
Susan Rambo
 
David Ashton
 
elizabethsimon
 
MeasurementBlues
 
MeasurementBlues
 
David Ashton
 
David Ashton
Most Recent Messages
2/10/2016
8:49:57 PM
Like Us on Facebook
Special Video Section
The LTC®6363 is a low power, low noise, fully differential ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...
The LTC®2348-18 is an 18-bit, low noise 8-channel ...
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...