To address the needs of the supercomputer/HPC market, Intel (INTC) plans to integrate networking and storage controllers onto future Xeon CPUs; the chip giant foresees both performance and space/power benefits. Intel also wants to create a new interconnect fabric for HPC systems by tying together the work of multiple product groups - product lines purchased from Cray and QLogic could help, as might the Fulcrum Microsystems acquisition. Intel's plans could pose a risk to Mellanox (MLNX). Update: Commenter York Maksik notes LSI's storage controller card business could also be hurt by Intel's plans. PMC-Sierra's (PMCS) Adaptec unit also competes in this space. (also)
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