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Technology Stocks : Mellanox Technologies, Ltd.
MLNX 124.890.0%Apr 27 5:00 PM EST
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From: brokendreams6/21/2017 9:29:18 AM
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From new IHS report on Ethernet adapters.

Mellanox: DC Ethernet adapter revenue was flat QoQ and down 37% YoY, hitting $28M in 1Q17; it was down 0.4 points in market share. Mellanox market share has been in decline since 2Q16 as its business was driven by 40GE, which started to decline in 2Q16. Mellanox 25/50/100GE products are ramping but have not been able to offset the 40GE declines. For 1Q17, Mellanox indicated that it had a seasonal drop in HPC-driven demand, coupled with postponed deals as customers wait for Intel’s Skylake. HPE and Dell are Mellanox 10%+ customers, each accounting for 13% of 1Q17 revenue.
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