Sep2013

Thinking of a Logical Acquisition for Cisco – Citrix

Earlier this week Cisco announced its intention to acquire Whiptail, its 6th acquisition for 2013. The addition to the Unified Computing (UCS) line made sense, as it continues to support their vision to be the infrastructure that clouds run on. To achieve this vision, Cisco will need to make some strategic acquisitions to keep them on track. Even at its current $12 billion evaluation, Citrix would be a great buy. The synergies between the two companies have already been proven with joint development and sales efforts in the field. Let me speculate on what could happen with the products if Cisco picked Citrix up.

Nov2012

Cisco Acquires Cloupia – Becoming a Management Software Vendor?

Through a variety of initiatives including the Insime spin-in and the acquisition of Cloupia, Cisco is signalling that it is heading in the direction of becoming a management software vendor for virtualization and the cloud. This amounts a sharpening of the competitive knives with respect to VMware, and may position Cisco to become a factor in the disruption of the legacy management software businesses of IBM, BMC, HP and CA.

Nov2012

Vyatta: Building Block for Brocade SDN Plans

Brocade has stated they will buy Vyatta for an all cash deal. This is good news for Vyatta and perhaps a way for Brocade to partake of software that could rival VMware’s purchase of Nicira when Vyatta’s own SDN features are married with Brocade Ether Fabric technology. Brocade has been in the software business for a while now, but only with respect to their own hardware. With Vyatta, they will shortly own a building block to allow Ether Fabric to extend into the virtual and cloud environments. It would be short sighted to say this is just an SDN play, this purchase shows there is quite a bit of benefit to Brocade.