Reply to post: Re: Monopoly?

The Six Billion Dollar LAN: Intel hopes to gobble network kit biz Mellanox 'for $6bn'

theblackhand

Re: Monopoly?

I fear that Intel maybe the best hope for Infiniband - as long as Ethernet continues to make advances in traditional Infiniband markets and Intel continues to increase it's market share, the two options are likely to be Mellanox struggling to maintain the required investment in newer, faster Infiniband as they lose market share and revenue to Intel or Mellanox and Intel working together to make Infiniband a more viable competitor to Ethernet (i.e. lower cost through volume and build on it's performance advantages, particularly given the potential for Infiniband in cloud providers where the better solutio is more likely to win...)

I'm not trying to advocate a monopoly, but the market data does not look good for Mellanox in spite it being the superior product.

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