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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: Greg Hull who wrote (27727)8/30/2000 12:04:48 AM
From: Technocrat  Read Replies (2) of 29386
 
I agree with Greg's interpretation of the article. The
Infiniband train is picking up considerable steam. Bottom
line is that Infiniband is red hot and Intel is offloading
work to competent partners. There are many aspects of the
specification allowing plenty of room for more cooks in
the kitchen. I do not see Lucent as posing much of a threat
to Qlogic in storage I/O and interfacing to disk drives.
Intel has too many projects for the in-house engineering
staff. Intel is building a facility in Austin for roughly
1500 design engineers which is why you are seeing some
buzz from CRDS and other startups in the local area.

Anyways, IB is for real. People I know who were all over
Fibre Channel five years ago get very pumped up when discussing
all the issues IB will purportedly solve. For example, let me
explain one. In large network file systems shared symmetrically
by multiple servers, the key problem is to manage "locks" for
file blocks on disk. Imagine what would happen if one
server goes off-line for whatever reason. There is a
danger it could get out of synchronization with the
other servers as to what is on what disk. IB is fundamentally
a bus technology that provides tight integration between
clusters of computers. The storage locks can be handled
as a semaphore at the bus level.

In my opinion, we are seeing the beginning of a revolution
in computer architecture (the infamous "paradigm shift").
The question I have is: where will Sun position themselves?
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