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Mike Wall, GM of Intel's Storage Components Division: Page 7 of 11

Byte and Switch: What about applying the Intel model to Fibre Channel? In other words, making it a "commodity" technology... although I know Intel doesn't have a heritage in Fibre Channel.

Wall: Well, we are constantly looking at the different types of storage networking technologies that are out there. Obviously Fibre Channel is a very, very well-established technology. We do not expect it to go away anytime soon. In fact, we see Fibre Channel growing significantly throughout the remainder of this decade. We believe that it will coexist with iSCSI. We expect iSCSI to grow. So what we have to do is support both.

We actually have Fibre Channel customers today. We provide our I/O processors to some Fibre Channel companies. We're working with those companies to deliver better, higher-performance products at a better price point. And so at the same time, we're driving as fast as we can on iSCSI. And the smart Fibre Channel customers are working on iSCSI implementations so they can be part of the transition in the marketplace as it happens, and they can manage that transition without losing business. A lot of their management software stacks – software, firmware, APIs – run on our I/O silicon.

Byte and Switch: Who are those Fibre Channel customers?

Wall: Probably the most visible one is Emulex Corp. [NYSE: ELX]. There are constantly developments happening that will help bring more value to end customers. And so some of these things are crystallizing right now.