I picked up after the big 20% drop at 77, thinking it was the bottom - lots of faith that this is going back up to 110-130 within 3 months - feel free to drop me a message and I can show you why. I'll be buying as much as I can under $90.
Yup. MLNX is years ahead of the competition, especially Intel. The uninformed analysts that are convinced Intel is going to make MLNX obsolete by integrating something like Infiniband in one swoop, when they don't currently have any competitive products, are the same people that believe Intel can't compete with ARM in CPU design. These people who represent themselves as experts and make these predictions are in for some big surprises.