Alliance of Mellanox and Eucalyptus - Analyst Blog
14 Mai 2012 - 1:00PM
Zacks
Last week, Mellanox
Technologies, Ltd. (MLNX) entered into a partnership
agreement with Eucalyptus Systems. The confluence was made with the
clear intent of enhancing usability and productivity of cloud
infrastructure solutions.
Mellanox’s 40GbE and InfiniBand
Interconnect hardware devices will come together with Eucalyptus’
infrastructure as a service (IaaS) cloud software platform as per
the agreement. The merger will then give birth to an
easy-to-install, user-friendly, inexpensive and high-performing
cloud computing solution.
The industry has been awaiting a
less-complicated and inexpensive cloud infrastructure solution. We
can, therefore, be perspicacious of the burgeoning demand this
platform would generate for itself with this strategic alliance.
Not only would there be market share proliferation because of this
venture but also would there remain its indelible mark in the
industry for a very long time.
On May 7, 2012, the company
declared that it has crossed the $1 billion mark in accumulated
revenues since its inception in 1999. This is a clear depiction of
the goodwill Mellanox has enjoyed over time along with the strong
market demand it currently generates for it’s interconnect
solutions.
Such technological advancements and
profitable mergers will most certainly burgeon the growth rate of
the company in the industry it pertains to. However, there are some
big players in the industry the company should always be wary of.
These include Himax Technologies, Inc. (HIMX),
AuthenTec, Inc. (AUTH) and Cirrus Logic
Inc. (CRUS).
The current Zacks Consensus
Estimate for the second quarter of 2012 and for fiscal 2012 is 55
cents per share and $1.51 per share, respectively. The company
currently retains a Zacks #1 Rank, which translates into a
short-term ‘Strong Buy’ rating. However, we presently maintain our
‘Outperform’ recommendation on the stock.
AUTHENTEC INC (AUTH): Free Stock Analysis Report
CIRRUS LOGIC (CRUS): Free Stock Analysis Report
HIMAX TECH-ADR (HIMX): Free Stock Analysis Report
MELLANOX TECH (MLNX): Free Stock Analysis Report
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