Mellanox Technologies ($MLNX): More on the Short Thesis

We believe that shares of Mellanox Technologies, Ltd. (NASDAQ:MLNX) are highly overvalued, not only because it is a semiconductor company operating in a small and technologically fast-changing niche trading at an absurdly high valuation, but, equally as important, the Intel CPU chip upgrade cycle which fueled its past few quarters of atypical growth is about to plateau, and then sharply decline.

We are short and own put options on shares of Mellanox Technologies . . .

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