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Consolidation in Networking: Intel Buys Fulcrum MicrosystemsPerspectives - James Hamilton's Blog - James HamiltonJul. 25, 2011 |
Great things are happening in the networking market. We’re transitioning from vertically integrated mainframe-like economics to a model similar to what we have in the server world. In the server ecosystems, we have Intel, AMD and others competing to provide the CPU. At the layer above, we have ZT Systems, HP, Dell DCS, SGI, IBM, and many others building servers based upon whichever CPU the customer choses to use. Above that layer, we have wide variety of open sources and proprietary software stacks that run on servers from any of the providers which include any of the CPU providers silicon. There is competition at all layers in the stack.
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