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Technology Stocks : Mellanox Technologies, Ltd.
MLNX 124.890.0%Apr 27 5:00 PM EST
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To: Kerryb who wrote (418)7/30/2016 9:50:20 AM
From: PaulAquino1 Recommendation

Recommended By
EzStinger

   of 954
 
"I do not know how infiniband vs omnipath will work out...,"

Eyal D. Waldman - President, Chief Executive Officer & Director

We are seeing some impact. So, first, Intel does have some design wins, and I think they have eight entries in the TOP500 list of supercomputers. We are seeing some price pressure in some locations. We don't expect to lose significant market share, but Intel is seeing some success where people that say good enough is good enough for them.

This is synonymous with EZCH's NPU processors, as well as the NPS-400...,

Some companies find that a low-cost/low-function processor is sufficient enough for their customer's requirements. (This was Huawei's claim when NP-4 was entering production).

Omni-Path may do quite well targeting the 100g customer, while MLNX's solutions will target those customers requiring some heavy lifting.

Appreciate the post Kerry !


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