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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: KJ. Moy who wrote (25753)1/23/2000 1:42:00 PM
From: Douglas Nordgren  Read Replies (1) of 29386
 
KJ,

Justin Rattner is an Intel Fellow and Director, sorry I left that out. Definitely not from marketing.

From what I understand, the IB Switch and the I/O engine chip are to be seperate components. The I/O engine will most likely be some variation of Intel's Strong Arm RISC chip that will be replacing the Intel i960 I/O chip. It is not clear yet whether WIND will be furnishing the RTOS for that processor, as it does for the i960. Their recently announced RAID I/O development kit for the i960/LSI SCSI chipsets pave the way into the market for a rapid development package for an IB I/O card when IB and Strong Arm are ready. It is doubtful that Intel will release a similar development kit for IB/FC controllers - Justin Rattner was of view that FC was not a high enough volume market for them - but QLGC and EMLX and JNIC could develop such a controllers, in my view.

The graphics I saw show CPUs clustered to an on-board IB switching chip which then connected to an external IB switch box for peripherals and LAN/SAN connections. FC was the SAN connection. Think of IB as the USB for Servers.

As for Brocade and Intel, regardless of the avowed reason for turning down the deal, it turns out that this too was a "political" business decision. I understand that now they are attempting to climb back aboard the IBandwagon with Intel. Also, the claims that Ancor was Intel's last choice are patently false, there are only 2 switch vendors with the engineering expertise to bring an IB switch to market.

Douglas
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