Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: brokendreams who wrote (744)	4/26/2017 4:45:19 PM
From: daytraderdude	Respond to of 954

Missed again as expected. Also guided q2 below the prior estimate and I'm guess they will miss the lowered guidance as well. Cavm beat again it seems. Onslaught or full court press the competition appears to be hurting MLNX. Going to listen to the cc but not sure why. How low can this stock go? 45? 40?35?30?25?20?15?

To: brokendreams who wrote (744)	4/26/2017 4:46:54 PM
From: GCD1	1 Recommendation Recommended By EzStinger Read Replies (2) \| Respond to 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.

To: brokendreams who wrote (744)	4/26/2017 4:48:05 PM
From: PaulAquino	Respond to of 954

DJ Mellanox Drops 11%: FYQ2, Q3 View Miss on Intel Delays, Tech 'Transitions' -- Barron's Blog Last update: 26/04/2017 4:43:52 pm By Tiernan Ray Shares of server connection technology maker Mellanox Technologies ( MLNX) are down $5.60, or 11%, at $45.30, after the company this afternoon reported fiscal Q2 revenue and profit sharply below analysts' expectations, in part blaming delays in new chips for server products from Intel ( INTC), but also vague "technology transitions" of tech users and system makers. Revenue in the three months ended in March dropped 4%, year over year, to $188.7 million, yielding EPS of 29 cents. Analysts had, on average, been modeling revenue of $204.7 million, and net income of 49 cents per share. For the current quarter, the company sees revenue of $205 million to $215 million, which is below consensus for $223 million. CEO Eyal Waldman said the company's revenue for its main "InfiniBand" product t was hampered by "delays in the general availability of next generation x86 CPUs, seasonal trends in high-performance computing, and technology transitions occurring across several end users and OEM customers."