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   Technology StocksMellanox Technologies, Ltd.


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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
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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
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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
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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
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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
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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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    From: brokendreams7/26/2017 4:19:20 PM
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    Here's the dicey thing for me:

  • Non-GAAP net income was $22.4 million, compared to $42.7 million in the second quarter of 2016.



  • So, you have Q2 2017 and Q2 2016 nearly the same in total revenue but your net income is nearly half what it was a year prior.

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    From: Jim Mullens8/3/2017 10:28:51 AM
    1 Recommendation   of 894
     
    Spectrum-2 Debuts 200GbE (Linley letter email)
    By Loring Wirbel

    The second-generation Ethernet switch from Mellanox, Spectrum-2, strongly supports the emerging IEEE 802.3bs 200GbE and 400GbE standards. The company has provided Ethernet adapters since 2007, though only the two switch generations are designed with Ethernet in mind. It introduced dedicated Ethernet chips two years ago by offering the first Spectrum generation.

    Spectrum-2 offers 16x400GbE ports or 32x200GbE ports, the latter standard being oft neglected. It's a single-chip device with 300ns latency and an aggregate L2 switching/L3 routing capacity of 6.4Tbps, or 9.52 billion packets per second. Spectrum-2 uses 128 native 50Gbps PAM4 serdes, which can also operate in optional 25Gbps NRZ mode, to provide the most port configurations. Its architecture allows "smart cut-through" between ports of different speeds -- for example, 25GbE to 100GbE in a top-of-rack (ToR) topology.

    Mellanox distinguishes the 16nm Spectrum-2 not only through port diversity but also through a large shared-memory packet buffer. It adds load-balancing and quality-of-service (QoS) features relative to Spectrum. Adaptive Flowlet Routing (the company's name for flowlet switching) improves the load balancing of equal-cost-multipath (ECMP) routing, and the new chip implements a dynamic flow-prioritization scheme to distinguish long-lived ("elephant") packet flows from short-lived ("mice") flows.

    The memory and QoS enhancements will appeal to hyperscale data-center operators and their OEM/ODM suppliers. Mellanox offers OEMs a choice of system-level products or chips; these customers can start with its system-level SN3xxx switches and later move to an in-house system design using the standalone Spectrum-2. Still, to take on Broadcom's Tomahawk switch directly, Mellanox must become as visible in switch-chip sales as it is in switching-system sales. In the near term, Spectrum-2 will face Innovium's Teralynx switch chips, which also use 50Gbps PAM4 serdes to enable 200GbE and 400GbE ports.

    Microprocessor Report subscribers can access the full article:
    http://www.linleygroup.com/mpr/article.php?id=11839





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