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Voltaire Strikes IPO: Page 2 of 3

Voltaire significantly cut both the size and the pricing range of its IPO over recent weeks. Earlier this month, the vendor filed documents with the Securities and Exchange Commission (SEC) pricing 7,693,000 shares at $12 to $14. (See Voltaire Files IPO Statement.) An amended F-1 filing later cut this figure to 5,770,000 shares priced between $9 and $11.

Although once seen as a storage underachiever, recent months have seen a flurry of activity around InfiniBand, thanks to its low latency and high bandwidth. (See Isilon Embraces InfiniBand, Users Bang InfiniBand Drum, InfiniBand Goes Mainstream, Cisco Joins 20-Gig InfiniBand Party, Cisco Doubles Up InfiniBand, and Ericsson Holds Meeting.) In particular, InfiniBand is cited as opening up the possibility of major storage grids capable of coping with users' ongoing data explosion. (See Interop: Mixed Messages on InfiniBand and InfiniBand Ambivalence.)

At least one analyst believes that all the signs suggest that InfiniBand, which was once perceived as the domain of conehead academics and shadowy government research labs, is about to break out of its high performance computing (HPC) niche.

"We're seeing a lot of examples now where the technologies that have been waiting over the last five or six years in HPC environments are starting to come out of the technical spots, like NASA Ames," says Mike Karp, senior analyst at Enterprise Management Associates.

The two best examples of this are InfiniBand and grid computing, according to the analyst. "I really think that InfiniBand are breaking out of its niche," he says, using the example of Wall Street, where the technology is being used to support complex currency exchange calculations. (See Wall Street Virtually Guarded and Wall Street Gets Set for XBRL.)