Article Excerpt:
TWST: If you would, Mr. Waldman, a short entry, a description of what Mellanox is today?Mr. Waldman: Mellanox is a fabless semiconductor company, started in 1999, and has about 160 employees. Our high-performance, InfiniBand interconnect solutions are used in data-intensive markets such as medical and government research, financial, media and entertainment, oil and gas, and life sciences. We have two main headquarters, the design center is located in Israel and the business is headquartered in Santa Clara, California. We've been in business for six years, had revenues for four years. 2005 was the Company's first profitable year and we have begun to share our numbers. We earned $42 million of revenues in 2005, with a $3 million earnings on the bottom line. Our customers include server companies like HP, IBM, Sun, and Dell. Storage companies like Network Appliance, Engenio/LSI Logic with more storage companies to be announced later, and fabric companies like Cisco, Voltaire, SilverStorm and others. We concentrate on the server market, storage market, and some embedded markets, and provide silicon and HCA boards, plug-in boards to our customers.
TWST: What's the agenda at this point? What are you priorities for Mellanox over
the next 12 to 24 months?
Mr. Waldman: First, we want to enlarge the number of applications and vertical
markets that are using our technology. For example, high-performance computing
is already using InfiniBand. Now, we are going after the commercial high-
performance computing, the financial markets like investment banks, stock
exchanges, day traders, and so on, and the EDA/CAD and database companies,
Oracle, IBM DB2. The intelligence, military, and subsequent vertical
applications are now trying to use the technology.
We'd like to see more of the first-year storage companies using the technology
and we are making progress there.
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