Mellanox Technologies, Ltd. Message Board

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Technology Stocks : Mellanox Technologies, Ltd.

MLNX 124.89

0.0%

Apr 27 5:00 PM EST

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PaulAquino

To: daytraderdude who wrote (586)	11/29/2016 11:17:49 AM
From: w0z	1 Recommendation Read Replies (1) of 954

You would think Intel would have learned from their "Contra-Revenue" boondoggle. Intel's Tablet 'Giveaway' Explained Intel better be working on some actual performance advantages because their lack thereof will soon become apparent. Oak Ridge, Argonne, Livermore. hpcwire.com However, for those installations that were deployed at various government labs such as Lawrence Livermore, the labs were tasked to dual source all HPC installations, providing business to both Intel and Mellanox for the interconnect. For instance, for the upcoming CORAL project in which 3-super computers would be built by the US government, Mellanox won two out of the three bids, while Intel won the other one, providing a clear advantage for Mellanox. Based on the Nov 2016 TOP500 list, Mellanox’s share slipped to 187 entries, down from 196 at the end of June 2016. We believe with the upcoming HDR interconnect, we expect Mellanox to have a strong showing with the launch of new speed. blogs.barrons.com

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