SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Son of SAN - Storage Networking Technologies

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: David A. Lethe who wrote (4247)12/13/2001 4:55:57 PM
From: Gus  Read Replies (1) of 4808
 
Good observations, David.

I did hear, however, that 1GigE is now under $100/port, and 10GigE is going to drop considerably.

You're probably referring to reports like the ones below. Average 1Gbps Ethernet switch port was $544 during the 3rd quarter according to Dell'Oro. This was $200 lower than the average cost in the 2nd quarter and in line with Intel's view that the single chip implementation of 1Gbps Ethernet will lead to a hockey stick rise in demand. The low-end port that you referred to uses CAT5 wire which has clear performance trade-offs.

Of course, it goes without saying that smart 1Gbps NICs will be more expensive because these accelerators will require onboard processors just like FC HBAs. That's where the faulty TCO argument of iSCSI promoters tend to unravel.

nwfusion.com
nwfusion.com

By the way, those 10Gbps numbers are IDC numbers and IDC is clearly correlating the 10Gbps price per port with the adoption rate.

What doesn't get much coverage is that anything over 1Gbps (Fibre Channel, Infiniband or iSCSI) requires fiber-optic wiring. That type of network infrastructure upgrade is not trivial so the 3-year depreciation holiday in the highly politicized economic stimulus package may make it easier to justify.

Also, except for some high-end servers ($1M plus) from Sun, IBM, HWP and Fujitsu already using internal crossbar switches, most of the servers sold today are still bus-based and barely able to handle 1Gbps. That's why PCI-X extensions and Infiniband are necessary before 10Gbps can take off.

Anyway, here's another view of the Gigabit Ethernet market.

nwfusion.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext