QLogic Thinking Flash for the Future

Storage networking solutions provider QLogic may be venturing into a whole area, according to Stifel Nicolaus analyst Aaron Rakers. He had a chat with Logic CEO Simon Biddiscombe, who suggested that his company is interested in putting its existing experience with infastracture into building PCIe flash cards.  Biddiscombe also noted a particular interest in Fusion-io, a maker of flash-based storage acceleration solutions.

“Given that QLogic makes Fibre Channel HBAs, InfiniBand adapters, and Ethernet CNAs that plug into a server’s PCIe bus then adding a PCIe flash card product, either stand-alone or integrated with an HBA, CNA or InfiniBand adapter, looks like a logical move and one Q’s reseller channel could welcome.”

QLogic  is picking up a lot of momentum, and there are numbers to back that up. A research paper by the Dell’Oro Group and Crehan Research suggests that QLogic controls 55 percent of the fibre channel market right now, and is 18 points ahead of its competition. This is another positive confirmation for the company, which is currently gearing up for the earnings call for the first quarter of its 2012 fiscal year. The company is expected to report solid results based on its recent growth.

For the previous quarter QLogic reported 10GbE product revenue were up 20 percent, silicon products saw a 51 percent increase in sales and Op Ex was at 29.5 percent in the fourth quarter. On top of some positive figures last quarter the company also managed to win several high profile contracts such as the NNSA deal. The Department of Energy National Nuclear Security Administration will use QLogic 12000 Series switches and 7300 Series adapters to power a cloud deployment set to serve two of its research facilities.

A lot has been going on in the networking space lately. Cisco has taken its competition against Juniper Networks to a personal level, in the form of a satirical video and a white paper criticizing it in a public manner.