It has been a pretty frustrating case of "hurry up and wait" at Mellanox (NASDAQ:MLNX). While there is little doubt that Mellanox is the technology and market share leader in InfiniBand, the value of that leadership has come into question. Mellanox has seen growth improving in its storage and Web 2.0 markets, the high-performance computing market has been sitting on its hands ahead of a major new product cycle from Intel (NASDAQ:INTC). If the Grantley cycle can do for Mellanox what the earlier Romley cycle did, Mellanox could finally live up to some of that growth potential, but a series of disappointments and more muted expectations for Grantley have made this more of a "show me"...
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