As mentioned above, Mellanox Technologies Ltd. (MLNX, Financial) addresses a key bottleneck in modern computing architectures – the connections among computing servers and between servers and storage and networking equipment. Mellanox interconnect solutions increase data center efficiency by providing the highest throughput and lowest latency, delivering data faster to applications and unlocking system performance capability.
From Ron Baron’s Baron Funds third quarter 2013 letter.
From Ron Baron’s Baron Funds third quarter 2013 letter.