InfiniBand: Mellanox株式公開準備, QLogicが SilverStormを買収

"Mellanox Technologies Files Registration Statement with SEC for Proposed Initial Public Offering", September 28, 2006
　http://www.mellanox.com/news/press_releases/pr_092806.php
　"a leading supplier of semiconductor-based, high-performance interconnect products,
　 today announced that it has filed a registration statement on Form S-1 with the
　 Securities and Exchange Commission relating to a proposed initial public offering of its
　 ordinary shares."

解説記事：
"Mellanox Ready for IPO", Byte and Switch News Analysis, September 29, 2006
　http://www.byteandswitch.com/document.asp?doc_id=104905
　"Mellanox provides chips for the leading InfiniBand gear manufacturers Cisco, Voltaire, and
　 SilverStorm. Those three companies combined accounted for 65 percent of Mellanox's 2005
　 revenue and 36 percent of its revenue for the first half of this year. Mellanox also sells chips
　 to storage vendors Network Appliance, LSI Logic, and Isilon, and to server vendors Dell,
　 Hewlett-Packard, IBM, and Sun."

"Mellanox Joins the IPO Party", Enterprise Storage Forum, October 2, 2006
　http://www.enterprisestorageforum.com/industrynews/article.php/3635461
　"InfiniBand chipmaker Mellanox hopes to raise $86 million in its IPO and trade on the Nasdaq
　 under the symbol "MLNX.""


一方、Mellanox社の数少ないライバルである PathScaleを買収した QLogic社は
"QLOGIC TO ACQUIRE SILVERSTORM TECHNOLOGIES
　QLogic's InfiniBand Portfolio to be Expanded with Clustered Server Networking", October 3, 2006
　http://www.qlogic.com/news-events/details/releases_details.asp?id=6091
　"today announced that it has entered into a definitive agreement to acquire SilverStorm Technologies, Inc.
　 Pursuant to the terms of the agreement, the Company will pay approximately $60 million in cash."
SilverStorm Technologies社は、Fabric Directorまで提供する InfiniBand専業メーカです。
SilverStorm Technologies, Inc.
　http://www.silverstorm.com/
こちらからのプレスリリースはありません。

解説記事：
"QLogic Inches Closer to Cisco", Byte and Switch News Analysis, October 04, 2006
　http://www.byteandswitch.com/document.asp?doc_id=105297
　"Cisco gets its InfiniBand directors from SilverStorm in an OEM deal that carried over from
　 Topspin, the InfiniBand gear startup that Cisco acquired in April 2005."
　　これは知らなかった・・・、買収前から？？？
　"Now QLogic has deals in place to supply Cisco with Fibre Channel switches and InfiniBand directors."

"QLogic Nabs SilverStorm", Enterprise Storage Forum, October 4, 2006
　http://www.enterprisestorageforum.com/industrynews/article.php/3635946