Posts tagged as:

IBM

As an old business-development hand, I am curious as to how Juniper’s increasingly significant OEM relationships with IBM and Dell might factor into strategic considerations. In my experience, OEM relationships are balancing acts that never remain at rest. A permanent … Continue reading

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IBM announced its latest quarterly results yesterday, but it did something else, too: It reorganized itself, shuffling some executives upward and changing the reporting structure for others. On the surface, it’s not a big deal. It goes on all the time, especially at large companies besieged by changing markets, technological advances, bureaucratic inertia, and intracompany [...]

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Rumor Mongers of Summer

by Brad on 15 July 2010

It’s like being in a hall of mirrors this evening. But instead of being filled with mirrors, this hall echoes with furtive whispers about potential acquisitions involving networking-industry notables. Some of these rumors are unadulterated disinformation, propagated for one reason or another by vested interests (of which, I can assure you, I am not one). [...]

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Over at The Register, they’re having Friday fun with industry rumors. They kick off proceedings with scuttlebutt that Brocade is a potential acquisition target for IBM, Dell, and Juniper. True, Brocade recently said it was off the market, and it rolled out a data-center strategy that suggested it was planning to remain an independent entity [...]

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Last week, Dell announced a fusillade of products for small- and medium-sized enterprises looking to benefit from converged, virtualized data centers. Depending on one’s vantage point, Dell proactively announced the products to offer its mid-sized enterprise customers interoperable solutions that will allow them to derive efficiencies from data-center automation;  or it made the announcement reactively, [...]

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Well, I’m finally getting around to commenting on the Brocade One announcement earlier this week. To understand the present, however, it often is necessary to have an appreciation of the past. Brocade’s recent history was the precursor to its announcement this week, and recounting that history will help us understand what the company is trying [...]

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A new “dynamic security model” for data centre networks from Juniper and IBM has the potential to hit Cisco where it hurts

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Earlier this week, Juniper Networks unveiled new switches, routers, software, and services, all of which were positioned as helping enterprises adapt their network infrastructure to increasingly virtualized application requirements. In Juniper’s worldview, that adaptation involves an evolutionary transition from relatively complex, three-layer networks to simpler, flatter, single-layer networks. Junper calls it the 3-2-1 progression in [...]

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In a post earlier today, I mentioned that HP, with 3Com now in the fold, understands that it must bolster the quality and quantity of its field-sales team if it hopes to compete effectively against Cisco Systems. HP is doing more than thinking and talking about it. According to sources familiar with the situation, HP [...]

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When I first learned of the alleged acquisitive interest Apax Partners was said to have expressed toward Polycom, I dismissed it as nothing more than a media head fake.
Let’s consider: When news of that sort is leaked, it’s made public for a reason. In this context, it seemed, the reason was to bring [...]

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In his column this week at MarketWatch, John C. Dvorak muses about potential acquisitions that Hewlett-Packard might pursue.
Seizing on recent comments from HP CEO Mark Hurd regarding intensifying competition with Cisco and Oracle — proud owner of Sun Microsystems and all of its hardware and software technologies — Dvorak posits that HP might acquire [...]

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New data on the state of the Ethernet-switching market surfaced yesterday and today.
First, Dell’Oro Group reported that the Ethernet-switching market grew sequentially at a 20-percent clip in the fourth quarter of 2009. As a result, Cisco, HP, and Juniper were said to have added $600 million in incremental revenue.
Said Alan Weckel, [...]

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Some of the other vendors involved in the bg and bh work include 3Com, Blade Network Technologies, Brocade, Dell, Extreme Networks, IBM, Intel, Juniper …

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Every company worth its salt — and many others besides — has a contingency plan. The fact is, there’s a Plan A, there’s a Plan B, and sometimes there are Plans C, D, and E.
The world rarely conforms to our wishes, and we must adapt accordingly.
So, it’s no surprise that Mike Klayko, CEO of [...]

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