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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (33634)10/24/2000 3:55:47 PM
From: saukriver  Read Replies (1) of 54805
 
InfiniBand

Apollo and others,

Here is an article summarizing InfiniBand:

computerworld.com

Wondering what the implications of this might be for

(1) Data Storage (EMC, NTAP, etc.)

(2) Datacenters (EXDS, Global Center, etc.)

By eliminating the need for an internal I/O bus system, architects will be rethinking how to package servers. Analysts at Illuminata Inc. in Nashua, N.H., say they think a server's footprint could be cut by as much as 60%, immediately benefiting crowded data centers by replacing hulking servers with more streamlined machines.

(3) WIND and of course

(4) Intel and anything else that comes to mind.

saukriver
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