Question-and-Answer Session
Operator
Thank you. (Operator Instructions) The first question is from Tal Liani and Banc of America, Merrill Lynch. Please go ahead.
Vujon Sof - Banc of America, Merrill Lynch
Hi, this is [Vujon Sof] on behalf of Tal. Ronnie just a quick question on the Oracle relationship has the evolved at all post merger announcement?
Ronnie Kenneth
Can you repeat the question, sorry?
Vujon Sof - Banc of America, Merrill Lynch
Your relationship with Oracle?
Ronnie Kenneth
Yes
Vujon Sof - Banc of America, Merrill Lynch
Has that evolved at all, post the Sun announcement?
Ronnie Kenneth
Right you know both Oracle you know we have been working with Oracle as a strategic partner for couple of years now. And Sun has been also I think a big proponent of InfiniBand and has been also a strong partner of Voltaire in the go-to-markets approach.
So, I view this combination in fact as increasing the opportunity for us to work with Sun and Oracle as I'm confident they will continue both companies in the combined entity when it happens to rely on Voltaire expertise and InfiniBand. So bottom-line I see this as in fact enhancing our opportunity you know in this area.
Vujon Sof - Banc of America, Merrill Lynch
Okay great. Clarification on the guidance I know that Ethernet product is coming out or market availabilities into the year, but are you including Ethernet revenue as part of guidance for the '09 guidance?
Ronnie Kenneth
Obviously we're assuming several millions of revenue for this you know towards the end of the year. I would add though that right now we are more focused on making sure that our potential our go-to-market partners are supporting this product and taking it to market so I would really expect this to scale more significantly in 2010.
Vujon Sof - Banc of America, Merrill Lynch
Okay great and then lastly in terms of the HPC market and the pipeline development and how you are seeing the pipeline developing the second quarter thus far. And then what are your expectations of the conversion of the pipeline for the HPC vertical in the second quarter?
Ronnie Kenneth
So, I mean, first of all, we identify more opportunities and put it in our forecast system. So, obviously, we look at these numbers and we see them growing, especially starting in April time-frame, which is giving us really a good indication. The Nehalem impact is clearly a big one as we are starting to see more and more RF skews now that we are basically waiting until the release or the availability of Nehalem. But I can also tell you that I attended our internal sales conference couple of weeks ago and clearly the energy, the number of opportunities that are being identified now versus couple of months ago is completely different.
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