Technically I love this stock because the long term potential is mammoth. The tech is derisked. The partnerships so far are building up the ecosystem required, but alas not the kind that impact the share price.
The short term though.. Next 6 months doesn't seem to hold big things. 300mm production process wafer at 28nm will have an impact, but the company is not and will not be revenue generating for some time.. Late 2020.
With no announcement regarding a financially fruitful partnership, Occam's razor would suggest the consolidation was purely to facilitate ongoing CR's.
I'm holding patiently but do regret not selling before CR. LETI's news mid year demoing spimimg neural networks mid year should be interesting.
GLTAH
Intel $6bn acquisition of Mellanox !!, page-232
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$2.38 |
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