SI
SI
discoversearch

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 (757)5/1/2017 10:43:29 AM
From: waitwatchwander  Respond to of 954
 
--> 3rd miss

and surely not their last

As they work through integration and competitive issues, the next few quarters seem rather critical. Hard to maintain a premium price without maintaining a premium market positioning. Having an additional points of market penetration does offer opportunity and also risk. These are the unclear matters. Only time (and not necessarily a bullish CEO) reveals the real truth.



To: brokendreams who wrote (757)5/1/2017 5:42:07 PM
From: PaulAquino  Respond to of 954
 
The last time Mellanox strung together two straight weak quarters was 4Q12/1Q13.