Mellanox Technologies Ltd (fka MLNX) (MLNX)

[ciciagt]

Mellanox (MLNX) Technologies' CEO Discusses Q2 2012 Results - Earnings Call Transcript
http://seekingalpha.com/article/731101-mellanox-technologies-ceo-discusses-q2-2012-results-earnings-call-transcript

great nuggets all through this call:

"Hi, Glenn Hanus at Needham. Can you talk a little bit about -- I mean you've raised the third quarter here very significantly, you know, the drivers of that? Are there a number of, you know, you had I think you said five to seven significant HPC deals for the June quarter, are there a whole group coming here in the September quarter, is that the primary driver the upside? And then should we -- how far are we in this HPC upgrade cycle to 56 as we go -- as we think about our models for December then, the December quarter, should we think in terms of there having been a lot of one-time business in the September quarter or should we think about growth again sequentially in the December quarter? Thank you.

Eyal Waldman

Sure. So we can't give you any guidance for the December quarter. Regarding Q3, yes, there are a number of large deals as we had in Q1 and in Q2, we also have a number in Q3, which we’re happy to see continuous flow for those deals with our InfiniBand interconnect. And the HPC market continues to deploy. It's not like there's a certain amount of super-computers being built and most of them are being built in the first half. It's like every -- we already are working on and know of super-computers that will be built in 2014, 2015 and 2016 that people are working out with us. And so there's a continuous flow of super-computers to be built in the next coming two or three years that we already are aware of."