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Technology Stocks : Mellanox Technologies, Ltd.
MLNX 124.890.0%Apr 27 5:00 PM EST
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To: JCnieuwenj who wrote (580)11/21/2016 10:11:23 AM
From: PaulAquino1 Recommendation

Recommended By
JCnieuwenj

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Mellanox Technologies (MLNX) Q3 2016 Results - Earnings Call Transcript
Oct. 28, 2016 3:40 AM ET

Alex Kurtz - Pacific Crest Securities, Inc.

Yeah, thanks, guys for taking the question. Eyal, I just wanted to ask you about Broadwell versus Skylake. I think there's some news out there Skylake is going to be a substantive improvement versus the current Xeon processors and that Broadwell hasn't been maybe as good as it could've been as far as a cycle for the HPC market. Do you share that view and if so, could that be an accelerant to next year's InfiniBand business?


Eyal D. Waldman - Mellanox Technologies Ltd.

So we expect Intel's every generation to be better than the previous generation and actually have more horsepower and provide more compute capabilities. This actually means or translates to a higher attach rate of Mellanox products because the faster processing engine you have, the faster and lower latency interconnect you want. We've proven multiple times that both on the Ethernet side and the InfiniBand, our interconnect provides a better data latency and throughput to those faster and better CPUs. So we love Intel getting better CPUs out there. It increases the need for Mellanox interconnect to be attached to it. So the faster, the better the CPUs, we see higher attach rate of Mellanox connected to those Intel CPUs.

(It's no longer about Omni-Path..., More FUD; Since when did Cavium become a competitor of MLNX ?; It is actually BRCM re: Tolly Report).
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