Monday, November 1, 2010

Data Center Stocks News From Around The Web - Mellanox, QTS, NetLogic

By David Gross
  • Oracle has taken a 10% stake  in Mellanox, and given a strong endorsement of InfiniBand with CEO Larry Ellison saying ""InfiniBand is by far the fastest and most efficient switch fabric for running enterprise data centers".
  • Privately-held QTS, (aka Quality Technology Solutions) has closed on a $125 million secured credit line, which appears to have been used to re-finance $60 million higher interest debt, as well as provide additional borrowing capacity for the future.   The line is backed by the company's Atlanta data center.
  • TCAM, excuse me, knowledge-based processor vendor NetLogic reported 3Q revenue of $100 million, a 5.3% sequential increase.   The company's 10 GigE PHYs were recently selected by HP-subsidiary H3C for its S12500 Ethernet switches, which are designed for high-end data center applications.

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