Copying my Linkedin response
Henry, let me address your questions by adding comments below your questions:
Would you please share your secrete of success in InfiniBand Market?
>>> We are the only company in the world that owns our entire intellectual property (IP) from silicon, to systems, cables to adapters, software to firmware and so on. This allows us to be extremely flexible and price conscious towards our market. Additionally, many vertical markets outside of traditional HPC have noticed that VPI (our product name for flexible InfiniBand or Ethernet on our hardware) is the only way to scale clouds, big data, databases, and other enterprise applications. We see this from all our software partners outside of super computers, as well as the growing solid state disk providers.
Is Intel or LSI going to catch up?
>>> I'm not good at picking stocks, so I am not good at telling the future
All joking aside, we have an extremely robust roadmap and very loyal customer base. That being said, the market demands performance that only we can provide, so other vendors will have to find a way to break out of traditional paradigms.
What will be the demand/pricing trends?
>>> The price for VPI is competitive, if not better than traditional fabric and network providers. Here's an exercise: price out our gear per Gbps provided by shopping around. For example, what does 10Gbps vs. 56Gbps cost these days? You might be surprised.
What is the pro/cons between Fibre channel vs Ethernet ?
>>> We support Ethernet, so we see it as a very good product to sell. Fibre Channel has been limited by a 1x connection with relatively higher latency. InfiniBand is typically 4x connectors with lower latency. So, we can scale to 56Gbps in terms of bandwidth and latency under a micro where FC is limited to 16Gbps at it's very best, and many microseconds of latency.