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Technology Stocks : Mellanox Technologies, Ltd.
MLNX 124.890.0%Apr 27 5:00 PM EST
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To: brokendreams who wrote (744)4/26/2017 4:46:54 PM
From: GCD11 Recommendation

Recommended By
EzStinger

  Read Replies (2) of 954
 
"Our first quarter InfiniBand revenues were down year-over-year, impacted by delays in the general availability of next generation x86 CPUs"

They are going to be impacted by product transitions all year or more in some product line. This one is relatively news, have not heard before, and not there fault which is a silver lining, by pushing revenue to later periods rather than lost altogether.

"...expect revenues will see sequential growth in the coming quarters driven by current backlog and additional pipeline opportunities"


This needs to be expanded upon by them. NDA's prevent them from talking customer specifics but when you do pressers on the # of shipments, there are ways to do it.
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