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Technology Stocks : Mellanox Technologies, Ltd.

MLNX 124.89

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Apr 27 5:00 PM EST

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From: brokendreams

7/6/2017 1:42:59 PM

of 954

Just noticed this blog from several weeks ago. Reads like a PR that maybe Cisco didn't approve in time for their conference.
mellanox.com

but none the less, it's good for Mellanox on the NIC side, even though Cisco is far behind the other server players in the market.

Exhibit 12 DC Server Worldwide Revenue by Vendor
Revenue (US$M)	% Change
Vendor	3Q16	4Q16	4Q16 vs 3Q16
HPE	$3,463	$3,103	-10%
Dell	$2,294	$2,663	16%
White Box	$2,216	$2,573	16%
IBM	$1,128	$1,434	27%
Lenovo	$985	$956	-3%
Huawei	$858	$927	8%
Cisco	$929	$918	-1%
Inspur	$466	$506	9%
Super Micro	$358	$444	24%
Cray	$61	$294	385%
Atos	$78	$100	28%
Other	$1,291	$1,369	6%
Source: IHS	© 2017 IHS

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