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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: The Ox who wrote (58345)	1/2/2013 4:58:39 PM
From: 2MAR$	2 Recommendations Read Replies (3) of 95571

MLNX mentiond $3bil might still be too rich for it, now down to $48 tnite on prof warning or $500mil haircut & $2bil cap now , reported 150mil & guided just under last Oct bought long off $48's in a/h just for trade and now they say: Mellanox lowers Q4 revenue view to $119M-$121M from $145M-$150M Q4 consensus $148.26M. The shortfall is primarily the result of a weaker demand environment, challenging macroeconomic conditions, and a technical issue associated with FDR 56Gb/s InfiniBand cabling which caused approximately $20M of FDR deployments to be delayed. The cabling issue has been resolved and is not expected to impact revenue in the future. The company continues to expect its fourth quarter 2012 non-GAAP gross margin to be in the range of 68.5%-69.5% and a quarter-over-quarter sequential increase in non-GAAP operating expenses of 6%-8%.

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