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Technology Stocks : Mellanox Technologies, Ltd. -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (687)	3/3/2017 11:59:21 AM
From: The Ox	3 Recommendations Recommended By JCnieuwenj w0z waitwatchwander Respond to of 954

Fwiw, I'm still in wait and see mode. Digesting the EZCH acquisition has not been as easy as expected. Relatively low revenue growth and lower EPS this year, based on current estimates. Before they got together, late 2017 or early 2018 was When EZCH was expecting a pickup in their new products, so I'm not at all surprised by the new company's guidance.

To: w0z who wrote (687)	3/4/2017 5:12:59 PM
From: brokendreams	Respond to 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.