Greg,
On 23. jan. 2012, at 20.55, Greg Lindahl wrote: > On Mon, Jan 23, 2012 at 11:28:26AM -0800, Greg Lindahl wrote: > >> http://www.hpcwire.com/hpcwire/2012-01-23/intel_to_buy_qlogic_s_infiniband_business.html > > I figured out the main why: > > http://seekingalpha.com/news-article/2082171-qlogic-gains-market-share-in-both-fibre-channel-and-10gb-ethernet-adapter-markets > >> Server-class 10Gb Ethernet Adapter and LOM revenues have recently >> surpassed $100 million per quarter, and are on track for about fifty >> percent annual growth, according to Crehan Research. > > That's the whole market, and QLogic says they are #1 in the FCoE > adapter segment of this market, and #2 in the overall 10 gig adapter > market (see > http://seekingalpha.com/article/303061-qlogic-s-ceo-discusses-f2q12-results-earnings-call-transcript) That can explain why QLogic is selling, but not why Intel is buying. 10 years ago, Intel went _out_ of the Infiniband marked, see http://www.networkworld.com/newsletters/servers/2002/01383318.html So has the IB business evolved so incredible well compared to what Intel expected back in 2002? Do not think so. I would guess that we will see message passing/RDMA over Thunderbolt or similar. Håkon _______________________________________________ Beowulf mailing list, Beowulf@beowulf.org sponsored by Penguin Computing To change your subscription (digest mode or unsubscribe) visit http://www.beowulf.org/mailman/listinfo/beowulf
