Mellanox Technologies, Ltd. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Mellanox Technologies, Ltd.

MLNX 124.89

0.0%

Apr 27 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: w0z who wrote (687)	3/4/2017 5:12:59 PM
From: brokendreams	of 954

Well it's not the ezchip items that ever were going to really make the stock pop or get them to at least a $1B revenue run rate. It truly is about progress in the Ethernet switch system market which they continue to falter in. If they could just find an inroad here it would help significantly (look how Arista continues to grow), while still protecting their core HPC/InfiniBand business. But despite all the launches, events, PR, heavy advertising and hard push in the channel with rebates and buy one switch get one free sales, it just hasn't materialized. Will it all come with Spectrum 2? Maybe. But we heard the same thing moving from SwitchX to SwitchX-2 to Spectrum 1. For now just look at the very repeatable climbs and drops and make your positions accordingly. It's fairly easy IMO to make some money here. Good luck to all.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next