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, [...]
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 [...]
by Brad on 29 October 2009
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 [...]
by Brad on 7 October 2009
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 [...]
by Brad on 7 October 2009
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 [...]