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Mellanox Technologies, Ltd.
An SI Board Since September 2015
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Emcee:  The Ox Type:  Moderated
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890and the fact that almost all of the execs worked at Intel means chances of them brokendreams19/18/2017
889Paul, re: Shlomit Weiss moves from Intel to Mellanox...........................Jim Mullens19/18/2017
888Interesting, so their VP of Operations left and was replaced by someone below hibrokendreams-9/18/2017
887Shlomit Weiss moves from Intel to Mellanox [graphic] Weiss will replace MellPaulAquino39/18/2017
886Shlomit weiss, VP @ intel until June this year (been with intel for the past 28 Eyalro39/16/2017
885Thank you for the more comprehensive details to the analyst upgrade. It will beThe Ox-8/31/2017
884Ox, re: Benchmark- more detail..................................... streetinsiJim Mullens18/31/2017
883Mellanox Technologies (MLNX +1.80%) was initiated a new ‘Buy’ at Benchmark CompaThe Ox28/29/2017
882Interesting read on why Tokyo Tech switched from InfiniBand to OPA. Hopefully Mebrokendreams-8/25/2017
881ya, apparently a lot of rework had to happen with the EZchip/Tilera stuff which brokendreams-8/25/2017
880Mellanox Accelerates BlueField SoC..............................................Jim Mullens28/25/2017
879Mellanox Network Adapters for 25G RoCE Ethernet Cloud Deployed in Alibaba TueJim Mullens18/23/2017
878Acquired company recently - tiny mention during CC but didn't go into detailbrokendreams18/8/2017
877Spectrum-2 Debuts 200GbE (Linley letter email) By Loring Wirbel The secondJim Mullens18/3/2017
876Here's the dicey thing for me: Non-GAAP net income was $22.4 million, compabrokendreams-7/26/2017
875they also changed the way they are talking about OPEX. In April: An increase ibrokendreams-7/26/2017
874Cash and investments totaled $310.3 million at June 30, 2017, compared to $328.4brokendreams-7/26/2017
873well they hit just above the midpoint of guidance ($212M). and the bump in Q3 asbrokendreams-7/26/2017
872I think they already did miss three in a row. This could be the forth. I have hedaytraderdude-7/26/2017
871If they miss 3 quarters in a row, something is very wrong. When you miss one quabrokendreams-7/26/2017
870Hitting the low end of guidance sounds really good to me. I was thinking below tdaytraderdude-7/26/2017
869well based on their statements on July 7: "after reporting disappointing rbrokendreams-7/26/2017
868How bad will it be this time?daytraderdude-7/26/2017
867One thing to keep in mind. There is always a bottleneck somewhere. If you look brokendreams17/17/2017
866Mellanox Spectrum™-2 Ethernet Switch Product Brief mellanox.comPaulAquino17/12/2017
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