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To: James Connolly who wrote (8677)	10/19/2000 11:10:54 PM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 10309

Thanks for the links. Q for the Infiniband followers: Imagine if Intel could distance themselves from their switched IO competitors by providing a unique value-add service at the IO? Is anybody on this thread familiar with EXCA ? If not I suggest you read the announcement made in May by Intel. In a nutshell, Intel spun off it's Interactive Media Services Division and combined it with EXCA (for a stock swap). The new company will now be called Convera EXCA has the patents on searching for sounds and images. I have been wondering if Intel will eventually leverage it's emerging position in next gen I/O WITH this new company ?? In other words, they make a product that has switched I/O WITH advanced search capabilities. That would simply blow away the competition to smithereens. Thus, in value chain speak: Intel could combine their gorilla prowess in the I/O semiconductor layer (switched IO) WITH an enabling technology in the system software/ application layer (search capabilities). This has potential to be a text book case of a gorilla straddling various layers of the value chain-- eventually becoming _the _ mother_ gorilla of intelligent IO. I thought this was a good thread to try out the theory. leeza rodriguez