[Beowulf] Intel buys QLogic InfiniBand business

Vincent Diepeveen diep at xs4all.nl
Mon Jan 23 13:49:12 PST 2012


On Jan 23, 2012, at 10:19 PM, Mark Hahn wrote:

>> http://www.hpcwire.com/hpcwire/2012-01-23/ 
>> intel_to_buy_qlogic_s_infiniband_business.html
>
> wonder what Intel's thinking - could do some very interesting stuff,
> but it would take a bit of charisma.  QPI-over-IB anyone?

forget it

>
> I'm not crazy about Intel being a vertically-integrated HPC supplier
> (chips, systems, interconnect, mpi, compilers - I guess they still
> don't have their own scheduler or sexy cloud branding ;)

maybe they just want a new generation ethernet nic dirt cheap for  
their motherboards;

if you produce it in those numbers as they do probably anything gets  
dirt cheap,
this doesn't bit highend, yet it might be cheaper then to buy qlogic  
than pay royalties to
any of the infiniband vendors; which would be either mellanox or qlogic.

Also they bought qlogic for 125 million dollar, though in cash, which  
doesn't seem to me as exceptionnel much
from intels viewpoint whereas they might intend to sell some of their  
upcoming line of vector cpu's which badly
need a network of course.

125 million is just a few supercomputers. maybe it was just a cheap  
buy, as qlogic doesn't have FDR yet, who knows?

What i wonder about is how wallstreet knew in advance about qlogic  
getting taken over. If we look careful we see that
since say roughly december 19th 2011, the nasdaq rose roughly 10.5%  
and qlogic rose quite a lot more, several percent.

So it was significant more in demand than the index, which is weird  
if we realize that qlogic has unrolled nothing those months
whereas its competitor Mellanox has unrolled FDR.

It's obvious some traders knew this deal was coming, but real  
fingerpointing is not my job.

Vincent


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> based on useful, open (free), multi-implementation standards.
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