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Mellanox Technologies, Ltd.
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Emcee:  The Ox Type:  Moderated
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876Here's the dicey thing for me: Non-GAAP net income was $22.4 million, compabrokendreams-July 26
875they also changed the way they are talking about OPEX. In April: An increase ibrokendreams-July 26
874Cash and investments totaled $310.3 million at June 30, 2017, compared to $328.4brokendreams-July 26
873well they hit just above the midpoint of guidance ($212M). and the bump in Q3 asbrokendreams-July 26
872I think they already did miss three in a row. This could be the forth. I have hedaytraderdude-July 26
871If they miss 3 quarters in a row, something is very wrong. When you miss one quabrokendreams-July 26
870Hitting the low end of guidance sounds really good to me. I was thinking below tdaytraderdude-July 26
869well based on their statements on July 7: "after reporting disappointing rbrokendreams-July 26
868How bad will it be this time?daytraderdude-July 26
867One thing to keep in mind. There is always a bottleneck somewhere. If you look brokendreams1July 17
866Mellanox Spectrum™-2 Ethernet Switch Product Brief mellanox.comPaulAquino1July 12
865This is the big ? In yet another notable step forward, the new Intel Xeon Scalabrokendreams-July 11
864Wait, so the products still work moving to the next x86 platform and their is mobrokendreams-July 11
863Mellanox InfiniBand and Ethernet Solutions Accelerate New Intel®Xeon® PaulAquino1July 11
862OpenPower, Efficiency Tweaks Define Europe’s DAVIDE Supercomputer July 11, 2017PaulAquino-July 11
861Ethernet Getting Back On The Moore’s Law Track July 10, 2017Timothy Prickett MoPaulAquino1July 10
860Intel has 'most to lose' from 'tectonic shift in computing,' JefPaulAquino-July 10
859Deep Learning in the Spotlight at ISC July 9, 2017 by staff PaulAquino-July 9
858Spectrum London Press Conference Published on Jul 7, 2017PaulAquino-July 8
857Building Enterprise Cloud with Mellanox Networking with Nutanix Published on JPaulAquino-July 8
856Mellanox Spectrum London Published on Jul 7, 2017 Mellanox Technologies announPaulAquino-July 7
855Mellanox Opens Up Ethernet Performance Lead with 200GbE Switches Michael FeldmPaulAquino-July 7
854"after reporting disappointing results for the first three months of the yebrokendreams-July 7
853Mellanox Chip Shop Aims to Batter Broadcom With Next-Gen Ethernet Switch IsraelPaulAquino1July 7
852 Mellanox Chip Shop Aims to Batter Broadcom With Next-Gen Ethernet Switch PaulAquino1July 7
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