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$18.31 0.24 (1.33%)
2/9/2010 4:00 PM

Mellanox Technologies, Ltd. (MLNX)

CAPS Rating:
****

The Company is a supplier of semiconductor-based, interconnect products that facilitate data transmission between servers, communications infrastructure equipment and storage systems.

Rating a stock in CAPS consists of three components:

Your call - Will this stock outperform or underperform the S&P 500? Successful picks are measured in terms of whether or not you were correct and by how many percentage points.

Your time frame - A guideline for other members to see whether your thinking is short or long-term. Time frame is also used to calculate the stock rating, but is not used in the scoring of your pick.

Your pitch - Here's your chance to offer more detailed thoughts, analysis, concerns, or the rationale behind your call. The pitch is optional and may be added later.

Each time you rate a stock, CAPS updates the community intelligence for the company, which may or may not change its CAPS rating. For more information, visit the Help tab at the top of the page.

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What the Community Thinks

Mellanox Technologies, Ltd. At A Glance

Current Price: $18.31
Last Trade Time: 2/9/2010 4:00 PM
Open: $18.22
Previous Close: $18.07
Daily Range: $18.05 - $18.41
52-Week Range: $6.90 - $20.29
Volume: 108,605
Market Cap: $591.17M
P/E Ratio: 45.17
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Stock Trends

MLNX VS S&P 500 (SPY)

News & Discussion Boards

Top Bull Pitch

Recs

2

Mellanox Technologies, Ltd. (MLNX)

Avatar KenN513 (94.00) Submitted: 5/18/08 10:43 PM

I've been pitching the results of a screener I did a couple of weeks ago. The screener looked at small, 5 star, unanimous all-star, little followed companies with significant inside ownership. Of the 13 companies that the screener returned, this is the one I'm putting IRL money into. Sure, I've w...More

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Recs

0

 (MLNX)

Avatar OklaBoston (< 20) Submitted: 11/08/09 5:41 PM : Outperform Start Price: $16.00 MLNX Score: 14.31

Revenues slumped slightly for a couple of quarters, but seem to be back in their long-term uptrend now. The last quarter's revenues were the highest in the last 12, as a matter of fact. If that's not putting an end to a slump, what is?

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Recs

0

 (MLNX)

Avatar NewlyMinted4Star (< 20) Submitted: 10/26/09 2:27 PM : Outperform Start Price: $18.13 MLNX Score: 0.52

This account tracks the performance of newly minted 4 star stocks - 3 star stocks that recently turned in to 4 star stocks.

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Recs

0

 (MLNX)

Avatar marketgurudotcom (< 20) Submitted: 11/04/08 10:06 AM : Outperform Start Price: $7.89 MLNX Score: 120.60

more good news by Mellanox (MLNX)

http://www.marketguru.com/opinions/more-good-news-by-mellanox/1002,3217

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Recs

0

 (MLNX)

Avatar lscher (37.32) Submitted: 8/10/08 10:01 AM : Outperform Start Price: $12.33 MLNX Score: 63.06

Owns 85% of Infiniband silicon market. Infiniband will grow rapidly with catalysts such as virtualization, cloud computing and solid state drives, which require rapid transfer of data

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Recs

2

 (MLNX)

Avatar KenN513 (94.00) Submitted: 5/18/08 10:43 PM : Outperform Start Price: $16.01 MLNX Score: 36.51

I've been pitching the results of a screener I did a couple of weeks ago. The screener looked at small, 5 star, unanimous all-star, little followed companies with significant inside ownership. Of the 13 companies that the screener returned, this is the one I'm putting IRL money into. Sure, I've written that tech stocks stink and I don't want them. This one, however, is the exception.





I have been looking for an international opportunity. I have been looking for value, low debt, good efficiencies, etc. This company has it. Of course, it's beaten down from its IPO. But if the analysts are anywhere close, it'll be a 2billion dollar company in 6 years. I missed Microsoft in the eighties, and Starbucks in the nineties. This one might be the ten bagger opportunity for this decade. Like Microsoft and Starbucks, an investment in those companies during their infancy wasn't speculation, it would have been good Foolish investing.





By the way, they make really cool products. Other pitchers have described their products better than I can.





This company came to my attention from a CAPS screener. I chose five star small cap companies with significant insider ownership and unanimous all-star outperforms. See my blog on my CAPS page for other companies from this screener.

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Wall Street

Results 1 - 6 of 6  

picks per page. CHANGE

Top
Pick
Member NameMember RatingStart
Date
CallTime FrameStart
Price
Stock
Gain
S&P
Gain
ScorePitch
TrackThinkEquity 64.82 12/10/09 Outperform NS $17.24+6.21%-3.14%+9.35
TrackOscarGruss 73.13 10/06/09 Outperform NS $17.61+3.98%+1.35%+2.63
TrackJPMorgan 84.76 10/01/09 Outperform NS $16.79+9.05%+2.69%+6.36
TrackTWeisel < 20 08/10/09 Outperform NS $14.40+27.15%+6.94%+20.21
TrackJimCramer < 20 05/09/08 Underperform 3W $16.40+11.65%-19.95%-31.60
TrackSusquehanna 74.67 04/16/08 Outperform NS $12.37+48.02%-16.95%+64.97

Results 1 - 6 of 6  

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