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   Technology StocksMellanox Technologies, Ltd.


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From: PaulAquino7/11/2017 12:27:54 PM
1 Recommendation   of 895
 
Mellanox InfiniBand and Ethernet Solutions Accelerate New Intel®Xeon® Scalable Processor-Based Platforms for High Return on Investment


Provides Improved Performance, Efficiency and Scalability for High-Performance, Cloud, Hyperscale, Artificial Intelligence, Storage Applications and More


July 11, 2017 12:15 PM Eastern Daylight Time

SUNNYVALE, Calif. & YOKNEAM, Israel--( BUSINESS WIRE)--Mellanox® Technologies, Ltd. (NASDAQ:MLNX), a leading supplier of high-performance, end-to-end smart interconnect solutions for data center servers and storage systems, today announced that its InfiniBand and Ethernet smart interconnect solutions deliver improved performance, efficiency and scalability for new Intel® Xeon® Scalable processor-based compute and storage platforms. In order to effectively maximize the increase in the processor performance and the increased number of the processor cores, and to maximize the data center return on investment, faster and more intelligent interconnect is needed. Mellanox Ethernet solutions help users migrate from 10 and 40 gigabit networks to 25, 50, 100 and soon, 200 and 400G speeds, which support the new data analysis capabilities in these new platforms. Mellanox InfiniBand solutions provide In-Network Computing acceleration engines to enhance the Intel® Xeon® Scalable processor usage and overall applications productivity. Leveraging Mellanox technology, IT managers and data center users can enjoy an optimized out-of-the-box experience, along with backwards and future compatibility, thereby protecting their investment.

“The combination of Mellanox In-Network Computing technology, the highest data speeds and other acceleration engines, in concert with Intel’s new Intel® Xeon® Scalable processor-based platforms, enables data center users to enjoy new performance and scalability levels in the best possible way,” said Gilad Shainer, vice president of marketing, Mellanox Technologies. “We have been testing a variety of applications and have demonstrated an increase of 25 to 35 percent in overall system performance with Intel® Xeon® Scalable processors, compared to Intel’s previous-generation processor. We are happy to work with Intel and our partners to ensure that our Ethernet and InfiniBand solutions are fully optimized and ready to provide a world-leading performance and out-of-the-box experience for Intel® Xeon® Scalable processor-based compute and storage systems.”

Availability

The entire Mellanox InfiniBand and Ethernet solution portfolio is currently available for the new Intel® Xeon® Scalable platforms.

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To: PaulAquino who wrote (863)7/11/2017 1:46:56 PM
From: brokendreams
   of 895
 
Wait, so the products still work moving to the next x86 platform and their is more application performance because of more cores, speeds and feeds? Wow, imagine that. Just like every other instance.

Ok, here's the real news. Skylake is finally "out" and getting into people's hands. All those deals that Mellanox is waiting to fill due to the delay can now begin filling. I'm expecting them to at least reach the low-end of their guidance for q2 while projecting a nice increase in q3 and maybe a larger pop in q4.

Also, IBTA made an announcement today and one goody inside was that "HDR InfiniBand" gear would be testing in October.

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From: brokendreams7/11/2017 4:05:19 PM
   of 895
 
This is the big ?

In yet another notable step forward, the new Intel Xeon Scalable platform includes processors that integrate Intel Omni-Path Architecture (Intel OPA). Intel OPA provides 100Gbps bandwidth with low latency for HPC clusters. With this integration, users can take advantage of a fabric built for HPC without consuming I/O ports and slots, freeing those up for other platform uses.


In addition:
Provides up to 4x10GbE high speed ethernet capability for high data throughput and low latency workloads, reducing total system cost, power consumption and network latency2. Ideal for software-defined storage solutions, NVM Express* over fabric solutions and virtual machine migrations.


This is all integrated in the new Xeon Scalable Processors

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From: PaulAquino7/12/2017 8:17:37 AM
1 Recommendation   of 895
 
Mellanox Spectrum™-2 Ethernet Switch

Product Brief
mellanox.com

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From: brokendreams7/17/2017 11:07:30 AM
1 Recommendation   of 895
 
One thing to keep in mind. There is always a bottleneck somewhere.

If you look at the 400 Gb/sec Ethernet products coming from Innovium and Mellanox Technologies, it would be nice if PCI-Express 5.0 was here next year instead of two years from now. Switching is getting back in synch with compute, but the PCI bus is lagging, and that is not a good thing considering how many things that are moving very fast now hang off of it.


nextplatform.com

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From: daytraderdude7/26/2017 10:52:52 AM
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How bad will it be this time?

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To: daytraderdude who wrote (868)7/26/2017 1:02:49 PM
From: brokendreams
   of 895
 
well based on their statements on July 7:

"after reporting disappointing results for the first three months of the year, when revenues fell by 4% on a year-on-year basis, it is anticipating a slowdown this year but is optimistic about the outlook for 2018."


I think they will hit lower end of guidance this quarter with a bump into Q3 since Intel Skylake is "out"

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To: brokendreams who wrote (869)7/26/2017 1:44:53 PM
From: daytraderdude
   of 895
 
Hitting the low end of guidance sounds really good to me. I was thinking below that, in the high 100 millions again. Should be interesting as always.

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To: daytraderdude who wrote (870)7/26/2017 1:50:41 PM
From: brokendreams
   of 895
 
If they miss 3 quarters in a row, something is very wrong. When you miss one quarter you take a hard look at your forecast and stop being as bullish on your projections. You miss a second time, you then go back and say maybe we should sandbag this quarter to avoid strike 3. You miss a third time, you definitely didn't do step one or two and you are being an egomaniac.

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To: brokendreams who wrote (871)7/26/2017 3:06:03 PM
From: daytraderdude
   of 895
 
I think they already did miss three in a row. This could be the forth. I have heard white box companies say that some bigger telco sp's did not buy as much as forecasted this quarter. Not sure if that will affect MLNX but I'm assuming it did. We shall see.

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