Upcoming Events

Where the Cloud Touches Down: Simplifying Data Center Infrastructure Management

Thursday, July 25, 2013
10:00 AM PT/1:00 PM ET

In most data centers, DCIM rests on a shaky foundation of manual record keeping and scattered documentation. OpManager replaces data center documentation with a single repository for data, QRCodes for asset tracking, accurate 3D mapping of asset locations, and a configuration management database (CMDB). In this webcast, sponsored by ManageEngine, you will see how a real-world datacenter mapping stored in racktables gets imported into OpManager, which then provides a 3D visualization of where assets actually are. You'll also see how the QR Code generator helps you make the link between real assets and the monitoring world, and how the layered CMDB provides a single point of view for all your configuration data.

Register Now!

A Network Computing Webinar:
SDN First Steps

Thursday, August 8, 2013
11:00 AM PT / 2:00 PM ET

This webinar will help attendees understand the overall concept of SDN and its benefits, describe the different conceptual approaches to SDN, and examine the various technologies, both proprietary and open source, that are emerging. It will also help users decide whether SDN makes sense in their environment, and outline the first steps IT can take for testing SDN technologies.

Register Now!

More Events »

Subscribe to Newsletter

  • Keep up with all of the latest news and analysis on the fast-moving IT industry with Network Computing newsletters.
Sign Up

Mellanox Acquires Voltaire, Creating An Infiniband Duopoly

Mellanox Technologies plans to acquire Voltaire, a move that analysts say will reduce the InfiniBand market to a duopoly. According to Mellanox Technologies, the company plans to acquire Voltaire for $8.75 per share, at a total equity value of $218 million. With Voltaire having approximately $40 million cash on hand, this puts the total value of the deal at $176 million. 

The acquisition is expected to be finalized in the first quarter of 2011 and to begin providing Mellanox with revenue of 2 to 5 cents per share in fiscal 2011. This deal will also leave QLogic as the remaining competing vendor in the InfiniBand high-performance networking market. 

"I see this as yet another example of the big fish eating the smaller fish as the storage and networking space continues to consolidate," said Tom Trainer, founder and president of Analytico, a San Francisco-based consultancy. 

QLogic may see the merger as an opportunity to garner incremental market share, according to Paul Mansky, senior analyst for Canaccord Genuity, a San Francisco-based investment firm. "When most markets, particularly smaller markets, consolidate down to two vendors, they tend to be 80-20 [percent] markets pretty quickly," says Mansky, who also estimates that current market share percentages are 50 percent for QLogic, 30 percent for Mellanox, and 20 percent for Voltaire. QLogic and Mellanox/Voltaire will be competing to see which will be the "80" and which will be the "20," according to Mansky. 

Mansky also says that, ultimately, InfiniBand may end up being invisible to most users, as it is increasingly being adopted in the appliance-based market. For example, Oracle, which uses InfiniBand technology in its database appliances, announced in October that it was acquiring 10.2 percent of Mellanox for an undisclosed price. 


Page:  1 | 2  | Next Page »


Related Reading


More Insights


Network Computing encourages readers to engage in spirited, healthy debate, including taking us to task. However, Network Computing moderates all comments posted to our site, and reserves the right to modify or remove any content that it determines to be derogatory, offensive, inflammatory, vulgar, irrelevant/off-topic, racist or obvious marketing/SPAM. Network Computing further reserves the right to disable the profile of any commenter participating in said activities.

 
Disqus Tips To upload an avatar photo, first complete your Disqus profile. | Please read our commenting policy.
 
Vendor Comparisons
Network Computing’s Vendor Comparisons provide extensive details on products and services, including downloadable feature matrices. Our categories include:

Research and Reports

Network Computing: April 2013



TechWeb Careers