Mellanox ‘ARMing’ Itself Against Intel, Analyst Says

By | October 19, 2015

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Israel-based Mellanox Technologies (MLNX) will triumph over No. 1 chipmaker Intel (INTC) in a battle for high-performance computing solutions market share, Summit Research analyst Srini Nandury said Sunday. Early on the stock market today, Mellanox was up fractionally ahead of its scheduled fiscal Q3 earnings release Wednesday. Mellanox, a fabless chipmaker, offers “no-frills Ethernet switches that are known for their speeds and feeds,” Nandury Scalper1 News

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