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   Technology StocksMellanox Technologies, Ltd.


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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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To: daytraderdude who wrote (872)7/26/2017 4:09:24 PM
From: brokendreams
   of 895
 
well they hit just above the midpoint of guidance ($212M). and the bump in Q3 as I expected ($222M to $232M)

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From: brokendreams7/26/2017 4:10:37 PM
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  • Cash and investments totaled $310.3 million at June 30, 2017, compared to $328.4 million at December 31, 2016.

  • ???

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    To: brokendreams who wrote (874)7/26/2017 4:12:21 PM
    From: brokendreams
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    they also changed the way they are talking about OPEX.

    In April:

    • An increase in non-GAAP operating expenses of 3 percent to 5 percent



    and then today:



    • Non-GAAP operating expenses of $124 million to $126 million






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