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The networking industry’s version of Groundhog Day resurfaced late last week when the Wall Street Journal published an article in which “people familiar with the matter” indicated that Brocade Communications Systems was up for sale — again….
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As Cisco has struggled to adapt to the protracted global market downturn and the “recoveryless” recovery — it’s been going on so long, perhaps we should just call it the Information-Age Depression — the company’s CEO…
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As the latest VMworld begins its transformation from current event to memory, now probably is as good a time as any to reflect on what it all means, if anything, for the future of data centers, the IT industry, and … 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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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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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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This simply means HP will buy a database company and a router maker. (Investors should look for any and … How does Juniper Networks Inc. (NYSE:JNPR) sound?
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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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For a day, Juniper took center stage in the networking firmament. The company preened and strutted while making a series of product, positioning, and partnership announcements that amounted to an old-fashioned, but somewhat new-media, promotional onslaught.
The announcements and related analyst briefings included a stop at the New York Stock Exchange — a recent customer [...]
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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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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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After reading a Wall Street Journal piece about how Juniper Networks could emerge as a potential acquirer of Brocade Communications, I thought about what it all might mean.
When Brocade or its agent Qatalyst Partners leaked that the company was up for grabs and that HP and Oracle were potential buyers, I thought probably just one [...]
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Carol Wilson speaks with Roger Burkhardt, CTO of the New York Stock Exchange, Tim Cho Oracle’s Outsourcing President, and Pradeep Sindhu, Vice Chairman, Chief Technical Officer and Founder of Juniper Networks.
For more information on Juniper Net…
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