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Technology Stocks : Mellanox Technologies, Ltd.
MLNX 124.890.0%Apr 27 5:00 PM EST

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JCnieuwenj
To: w0z who wrote (499)10/19/2016 6:43:48 AM
From: PaulAquino1 Recommendation   of 954
 
Brian Krzanich - Chief Executive Officer; Intel Q3 Conference Call Transcript; 10/18/2016:

"In addition, non-CPU adjacencies across DCG grew an impressive 34%. This category includes our new omni-path high-performance fabric which is leading in performance and gaining design win momentum. It includes our Silicon Photonics and our Xeon Phi, all of which began to ramp this year."

This statement above from Brian Krzanich is in contrast to what was stated during the Q2 CC, which Intel spoke about for several days thereafter !

Brian M. Krzanich - Chief Executive Officer & Director, 7/20/2016:


Omni-Path, our high-performance computing fabric, was launched earlier this year and has already achieved 30% market segment share of the 100-gig fabric market. In June's Top 500 Supercomputing list, Omni-Path was deployed in half of the new 100-gig systems, pointing to the performance that this technology brings to the market.

(Q3 statements just do not seem to express the notion on an ONSLAUGHT with Omni-Path...,"Gaining design win momentum").
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