Hi Stewart,
The reason I talked about iSCSI and not IB is because most people tend to compare FCoE to iSCSI, although, FCoE's target market is not iSCSI but Fibre Channel. IB has always been faster than FC and Ethernet and it provides higher bandwidth and very low latency. Most likely this will continue in the forseeable future. One of IB's value propositions has been and is I/O consolidation, however, the value prop came with prohibitive costs and it's not just hardware but also services costs. IB has primarily found a home in the HPC market, although, even there, it comprises approximately 30% of the install base with the vast majority been Ethernet followed by FC. That said, I don't know if IB will make a dent in the commercial market in similar proportions to FC or Ethernet, but if history repeats itself (i.e HiPPI, FDDI) the answer is most likely no. That said from a maturity perspective it has a customer base, NOW, whereas FCoE has none. This certainly plays in IB's favor and I fully expect IB supporters to start making more and more noise hoping to win over some of the FC defectors.