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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Greg Hull who wrote (27011)	5/17/2000 1:05:00 AM
From: Greg Hull	Respond to of 29386

To Zerospeed on Yahoo: A couple more comments on InfiniBand. I told Cal I was confused after reading what's available on the impact of IB on FC. Will it replace FC in the very near term, how quickly will it ramp, what will it not do, etc. He laughed and said I wasn't the only one who was fuzzy on how it would evolve. The expectation is high-end servers will be the first to replace PCI with IB. Intel plans on making their own IB fabric chip for their motherboards. Sparq, alpha, and other MOBOs may or may not use their own internal fabric chip. Intel wanted Ancor to develop external switches to allow several "pizza boxes" to communicate with each other, and for access to storage. At first the storage will be FC based, but it may evolve to IB based storage. Ancor went after IB for defensive and offensive strategies. The defensive part is IB may eventually replace FC for SANs. The offensive part is processor clustering may be a new market for Ancor. FC has not done much here, but IB is designed to do just that. The union with Qlogic will allow Ancor and Q to decide where intelligence should reside: in the HCA, in the switch, or in the target. HBA companies would be reluctant to give up functionality to a switch company if they were not one in the same. That's about all I can recollect on IB. Greg P.S. I haven't done my own merger assessment, but your analysis looked pretty good to me. I hope someone who has put in a little more effort than I will give you the feedback your effort deserves. Thanks for sharing. P.P.S. On your post # 35989. did you really mean to say "qlgc's ability to sell hubs"? I believe you meant to say qlgc's ability to sell HBAs. I think the only issue here is will the other suppliers of switches be able to influence the customer away from a Qlogic adapter. Those closer to the industry can voice their opinion on the matter.