Tech is perennially frustrating for value-driven investors, but Mellanox (Nasdaq:MLNX)
is taking that to a new level. While the shares have long looked
appealing on the basis of the growth potential, valuation has looked
aggressive unless an investor was willing to make pretty outrageous
growth estimates. As it turns out, maybe "outrageous" was actually
conservative, as this Infiniband adapter specialist boosted revenue
guidance for the next quarter by a whopping 50%.