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

To: trendmastr who wrote (27726)	8/29/2000 10:40:15 PM
From: Greg Hull	Read Replies (1) \| Respond to of 29386

tm, << LU with host channel adapters? Isn't that something that Q is - or should - be doing? If LU is doing it, does it mean that Q isn't?>> I read the info in the article a little differently. From the EE Times article you included: "Intel Corp. will offer three initial components to support Infiniband — a host channel adapter, switching engine and target channel adapter — while Lucent Technologies Inc.'s microelectronics group will sample a four-channel serializer/deserializer device" I read this as Intel will offer the host channel adapters, with Lucent offering the SER/DES. A year and a half ago Cal Nelson said the only remaining component for them to integrate into their FC switching ASIC was the serializer/deserializer. I don't know that this function is included in Itasca, but I would guess it is. If it is included in Itasca, it may also be included in the ASIC used in the InfiniBand switches. If so I wonder if the Lucent chip is useful to QLogic? Anyone know? Also, this link posted by a reliable poster includes the following information Message 14266347 : "Intel's InfiniBand chips will initially be aimed at low-end systems using the slower, cheaper and simper "1X" version of InfiniBand, which offers a connection speed of 2.5 gbps (gigabits per second). IBM chips will start with more expensive "4X" designs, four times the speed. Lucent's chips target both the 1X and 4X standards, but the company said its models use two-thirds the power of competing chips. That's important for data centers packed with thousands of chips that must be kept cool." They may serve the same function for different applications. Yours truly, et al

To: trendmastr who wrote (27726)	8/30/2000 12:14:40 AM
From: Technocrat	Read Replies (1) \| Respond to of 29386

A couple of other thoughts regarding Intel and IB ... I was just reading EE Times (Aug 28 edition) this afternoon. I think the article entitled "Intel, Barrett feeling the heat of multiple fires" on page 24 was revealing. Intel admits to having some engineering staffing problems. Barrett's words were "Hiring in Silicon Valley now is hell ..." Both Q and Brocade can probably testify to the same, particularly in the rarified high performance I/O arena. This quarter, Intel is starting to demonstrate signs of Barrett's leadership and the influence of gobbling up the top CPU and network design teams from Digital back in 1998 (Compaq was mainly interested in the service support infrastructure). Intel is moving into network processors (high-speed core routers). According to the trades, Intel has over 60 design wins with their IXP1200. Look for contracts with companies like Lucent, Nortel, Cisco, Alcatel. Intel is staking out the middle ground down to the appliance level. The industry's 800 lb gorilla needs to keep a healthy market for processors in volume. They seem to have left the sexy high-end optical networking to their partners.

To: trendmastr who wrote (27726)	8/30/2000 12:42:00 AM
From: Douglas Nordgren	Respond to of 29386

tm, Everybody's doin' it, doin' it (Infiniband). Intel wants as many IB vendors as they can get to make and sell IB components to grow the market. Just as the FC market won't tolerate a sole vendor for any one FC component, the IB market will require multiple vendors and interoperability between them. Intel will dominate and control the mfr of the central IB switching component(s) on the server board in much the same way that current motherboards all contain the Intel PCI controller chip. This is where Kumar hangs his IB picture upside down. HCAs, TCAs, and external Switches, will be the domain of others, and Intel poses no threat to them in the market. Douglas