QLGC & ANCR merger emphasis on Infiniband
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By Zachary Shess QLogic last month announced plans to purchase Fibre Channel switch vendor Ancor Communications in an approximate $1.7 billion stock swap. Officials at Aliso Viejo, CA-based QLogic say the acquisition will enable them to broaden their Fibre Channel product line while positioning the company to address future market issues and technologies. "We see SANs [storage area networks] growing dramatically," says Larry Fortmuller, vice president of marketing at QLogic, "and as they grow, host bus adapters become a lower percentage of the overall SAN purchase because we're moving to switched environments. We want to address as much of this market as possible." While QLogic and Ancor will pursue Fibre Channel and other SAN opportunities near term, down the road the merger could be remembered as the precursor to the companies' first substantial step toward developing InfiniBand-compliant technology. "I think this merger provides a strong InfiniBand infrastructure provider, both on a switch and an HBA level, and then a router level at some later date," says Richard Lee, president of Data Storage Technologies, a consulting firm in Ridgewood, NJ. "I think the merger is less for the Fibre Channel future and more for the InfiniBand future." Fortmuller acknowledges that InfiniBand development was one of the considerations of the merger. Combining the companies gives them an opportunity to approach InfiniBand from "a much broader perspective than just a host bus adapter manufacturer," says Fortmuller.
The current InfoStor Issue also contains SAN articles on CPQ, SUNW, HP, and storage software vendors:
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