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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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Juniper and Cisco have a few things in common.
One is that that they’re both data-networking companies that have grown bigger with the expansion of the Internet. Something else they have in common is their understandable emphasis on ensuring that network infrastructure remains more than “dumb pipes” in a potentially deflationary period marked by the [...]
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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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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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As I mentioned yesterday, HP didn’t get revolutionary, game-changing products and technologies from its $2.7-billion acquisition of 3Com, a company that has gone through more reinventions and market repositionings than Madonna.
In 3Com’s long and eventful history, it has gone from providing the original Ethernet adapters and hubs for enterprises and small businesses, to an [...]
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Looking at the search-engine terms that have led people to this impoverished blogdom, I see more than a few of you must have read the recent article in Barron’s on ten technology companies the publication has identified as takeover prospects.
The list includes the following companies: Riverbed Technology Inc.,
BMC Software Inc., F5 Networks Inc., Brocade [...]
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On the world’s stock markets and bourses, a company’s shares will appreciate or depreciate for many reasons. When earnings releases are announced, however, the expectations of market analysts and investors are critical to how the results will be received.
Juniper Networks is a prime example. In salubrious times – yes, we can still remember those, [...]
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Juniper recently confirmed it would switch over its stock listing to the New York Stock Exchange from the Nasdaq. That change takes effect Oct. 29, …
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Cisco, which happens to be the incumbent router vendor at AT&T, couldn't have been happy about that. "This win by Starent/Juniper apparently added to …
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I looked at the Starent acquisition through a Cisco prism earlier today, trying to fathom what it might suggest about the networking giant’s subsequent moves to capture its fair share of the mobile-video opportunity.
What about Cisco’s (and Starent’s) competitors? How are they affected by the deal?
Eric Savitz at Barron’s Tech Trader Daily quotes [...]
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Reuters Blogs (blog)
Apart from HP and Brocade, analysts have speculated that IBM and Juniper Networks could also be interested. Brocade's shares have risen sharply following …
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Mark Veverka of Barron’s thinks that Brocade or its investment banker was exceedingly clever in leaking that the storage-networking vendor is up for grabs.
At this point, I disagree. The move was bold or desperate, depending on whether one wishes to be generous or censorious, but it hasn’t produced the desired result.
If the intention [...]
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Early this week, Extreme Networks warned that its financial results would fall short of expectations for the quarter that concluded on September 27. Instead of revenue of $80.4 million, which is what analysts had been forecasting, Extreme expects to report $66 million in revenue for its fiscal first quarter.
The company followed that discouraging news [...]
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Brocade might be for sale, but Oracle CEO Larry Ellison says his company won’t be the buyer.
Ellison disavowed interest in Brocade during a keynote address to shareholders attending the company’s annual meeting this evening.
As I discussed earlier today, Oracle was unlikely to acquire Brocade. Oracle is preoccupied, waiting to see whether the European [...]
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