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: daytraderdude who wrote (811)	6/20/2017 11:06:44 AM
From: brokendreams	Read Replies (1) \| Respond to of 954

GM could possibly go down a percent or two if they want to try to win more deals. They are trying to diversify away from HPC as much as possible while still holding a stable position. With the launch of Broadcom's new switch IC and others coming into fruition like Barefoot and Cavium, the ethernet switch market is rallying past them. They won't sell Spectrum ICs to compete and instead focusing on the systems. It's a slow go for them and it's been years of trying. I think the bigger issue is overall OPEX. Can't keep increasing OPEX 5% QoQ while not increasing overall revenues.