Over the past two years, shares in technology company Mellanox, based in Yoqneam in northern Israel, have shot up over 560%, and analysts are pegging them to go higher still. But there's no bubble here, according to Mellanox VP of development Gilad Shainer, and more growth to come. "I can't speak on behalf of investors, but from the technology perspective, there is plenty of strength in Mellanox – and there is lots of room for even far greater growth," he says.
The reason for Mellanox's past, and expected future growth, is its position as a key evangelist for InfiniBand, the high-speed communications architecture. Mellanox developed the standards for, and development has been on-going since the early days of the twelve year old company. It's a history that's now given Mellanox a head start in the IB market, according to Shainer. "We are at least one generation ahead of the others, like Intel, which is currently not marketing FDR (14Gb/s data rate per lane) IB, as we are. In fact, Intel uses our IB-equipped products instead of its own in one of its motherboard development facilities."