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Post# of 364383
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madrose1

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madrose1

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Re: manhack post# 149611

Wednesday, 01/02/2013 4:09:09 PM

Wednesday, January 02, 2013 4:09:09 PM

Post# of 364383
Mellanox lowers Q4 revenue view to $119M-$121M from $145M-$150M
Q4 consensus $148.26M. The shortfall is primarily the result of a weaker demand environment, challenging macroeconomic conditions, and a technical issue associated with FDR 56Gb/s InfiniBand cabling which caused approximately $20M of FDR deployments to be delayed. The cabling issue has been resolved and is not expected to impact revenue in the future. The company continues to expect its fourth quarter 2012 non-GAAP gross margin to be in the range of 68.5%-69.5% and a quarter-over-quarter sequential increase in non-GAAP operating expenses of 6%-8%.

whoa, so much for co guidance in thismarket
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