In this podcast, the Radio Free HPC team regroups after SC12 to discuss an industry trend that was in evidence at the show: vendor consolidation.
- Cray just acquired Appro
- Intel acquired Qlogic Truescale InfiniBand, Whamcloud, and Cray interconnect IP
- IBM bought Platform
- Xyratex bought ClusterStor
- Hitachi acquired BlueArc
- NetApp bought Engenio storage
- And so on…
The guys discuss how acquisitions need to be integrated the ‘right’ way and how it’s more than just slapping up new logos on websites and combining slide decks. They also talk about some cautionary tales in the world of tech acquisitions along with some success stories. Dan offers a success story: IBM and Platform. Rich predicts which major vendor will next be swallowed whole; Henry predicts a challenge to Intel’s x86 dominance.
In “SC After Hours” chatter, Dan describes “My Dinner With Henry” in Salt Lake City, and Rich is accused of being the biggest Apple fanboi in all of HPC and, perhaps, the world. Watch for a special cameo appearance by someone who knows all about buyouts: Larry Ellison.