CSPI...Hidden in the most recent cc is the announcement of CSPI partnering w/ European companies Claranet & QSC for Managed Services and Security Management. Check these two companies out... http://www.claranet.com/about/who-we-are.html https://www.qsc.de/en/ From the cc..."We partnered with two established and well known European managed service providers, Claranet & QSC, to accelerate our progress in the area. These new formed partnerships have proven helpful in building our Managed Sevice pipeline." In the Q&A of the cc CSPI talks about this partnership being early stage and the customer base is in the thousands.
Couple other notes...
In the US... - The Managed Services pipeline continues to grow. - The portion of sales w/ recurring revenue stream is growing. - Hired additional engineers to support future demand. - Growing on trends of cloud based computing.
In Germany - Seeking more engineers to support growth.
In the UK... - Focusing on security products and away from the generic data center business. - New sales team is in place to focus on high margin business and cost cutting.
All in all, my opinion is this is a strong hold heading into next year. I like the 8% yield, but even more, I like the Form 4 showing Azeri buying shares last week!!!
BTW, on a side note, regarding CSPI's NEW partnership w/ Claranet & QSC... Here's the answer to a caller's question as to why these 2 companies would want to deal w/ CSPI... "In Germany for years, for over a decade, we're known for one of the best security organizations around. We handle a lot of large organization security needs and have done that successfully. So the reputation that we have in Germany has been second to none. So with our reputation, and what we can offer, that's the value we're providing."
CSPI...Connecting more dots to GOOGLE...(Something's definitely cooking)...
(This may have something to do w/ why Azeri recently joined CSPI's board and bought shares in the company. I don't understand a lot of the tech verbiage, but CSPI (Myricom) has strong ties to Google IMO. (Also, some of Myricom's prior management and engineers now work for Google).
Google launches custom networking CPU with parallel computing links February 11, 2016 Silicon Review
It appears Google has quietly built an in-house processor with close ties to parallel computing and networking. Evidence of the CPU, destined for internal use only, emerged today in source code patches for the LLVM C/C++ compiler, allowing programmers to produce executables for the hardware. Not that you can get your hands on any. Getting the patches accepted into LLVM, though, will make life much easier for Google staff, as it will ease the process of keeping up to date with the main toolchain code. Looking at the specs, the processor core, dubbed “Lanai”, is relatively simple , it’s more like a well-equipped microcontroller and unlikely to run compute workloads. However, it could be a building block in a massive parallel computer.
Lanai is described as a simple in-order 32-bit processor with 32 32-bit registers including: two fixed value registers (one probably being zero); four state registers including the program counter, stack pointer, and frame pointer; and two registers reserved for threading support. There is no floating-point hardware, so it won’t be juggling tasks involving lots of math. Google software engineer Jacques Pienaar said the blueprints for Lanai were derived from the textbook Parallel Computer Architecture: A Hardware / Software Approach [PDF] which describes how to build machines that process huge amounts of data efficiently and simultaneously in parallel. We’ve heard that Google is using to some degree customized Nvidia chips for its machine-learning systems. The web giant is also toying with ARM and POWER architectures in its data centers, and poking around RISC-V, too. We’ve known for some time, therefore, that Google is exploring the world of chip design; it’s eyebrow-raising to spot such efforts in public.
“This is internal hardware for us, so there’s not a lot [of information] we can share, and you can’t really grab a version of the hardware,” said Googler Chandler Carruth. “We’re working on the backend a bunch, and it didn’t make sense to keep it walled off. Especially if there is anything that can be reused in other backends and/or if there is any common infrastructure we need, this makes it easy to test.”
Although the source code updates make no mention of a vendor, the Googlers are using Myricom’sLANai linker, suggesting the Lanai we’ve glimpsed today is a custom spin of Myri’s high-end network controllers of the same name. In 2013, Myricom’s assets were bought by Massachusetts-based CSPi, which builds hardware for hyper-scale cloud providers, and hyper-converged compute and storage hardware for data centers. Google’s Lanai could well be a heavily customized programmable network controller based on Myricom’s designs. Its purpose would be to build intelligence into the fabric of the internet giant’s data centers, perhaps to weave a complex software-defined network for its server warehouses. http://thesiliconreview.com/2016/02/google-launches-custom-networking-cpu-with-parallel-computing-links/
Google Runs Custom Networking Chips 2/12/2016 Google engineers contributed open source code to the LLVM compile project, revealing the company's use of in-house silicon.
Google for years has assembled its own server hardware in order to operate at scale efficiently. Now it appears the company has customized networking silicon.
Google software engineer Jacques Pienaar on Tuesday contributed backend source code to the open source LLVM compiler project in support of a processor identified as "Lanai."
Pienaar said that Lanai has 32 32-bit processors, with two used for fixed values and four used for program state tracking. The hardware lacks floating point support, meaning it isn't well-suited for mathematical calculations.
Google did not respond to a request for comment.
In response to a question seeking further details on the LLVM mailing list, Google software engineer Chandler Carruth said, "This is internal hardware for us, so there's not a lot we can share, and you can't really grab a version of the hardware."
Networking company Myricom, acquired by CSP in 2013, makes a network adapter with a chip called Lanai that's designed for parallel processing. In the past, the chip has been referred to as "LANai," a variation in capitalization that suggests support for both networking and artificial intelligence functions. CSP did not respond to a request for comment.
Google, meanwhile, has acquired a considerable portion of Myricom's engineering talent. Nan Boden, once CEO of Myricom, is now a director of engineering at Google, along with at least eight former colleagues, including former Myricom CTO Jakov Seizovic.
A 2002 paper from the the French Institute for Research in Computer Science and Automation (INRIA) describes the LANai processor as suitable for a network architecture designed around an "oversimplified, dumb, and performant core, with potential 'intelligence' at the edges of the network thanks to programmable processors."
Presumably, Google's custom networking processors can be used for network interconnection to increase data center efficiency through software-defined functions. They may also provide some security benefit, given concerns about the extent to which national intelligence agencies covet knowledge of vulnerabilities in commercial network hardware. Myricom currently suggests its networking adapters are well-suited to efficient packet sniffing and video streaming.
A report in The Register indicates Google has been developing low-latency code for its network hardware to accelerate memcache workloads. Memcache, a distributed memory caching system, stores data in memory to reduce the number of times data needs to be read from a database.
Given the scale at which Google operates, even small optimizations can lead to significant savings. This explains the company's interest in custom hardware.
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