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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To: daytraderdude who wrote (767)	5/11/2017 10:08:28 AM
From: brokendreams	of 954

I don't think so. I think both will continue to consume Cisco's very large share. Right now, they are mostly selling the 18-port switches and very little of the ToR. Revenues are double digit $M for 2016 and they have a good ways to go. They aren't breaking out the switch revenue and just lumping it all together with their NICs and cables for overall Ethernet-based revenues. They are pretty solid on the NIC side.

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