Earlier, Cisco (CSCO) acquired Webex for $3.1 Billion, and postured to take on Microsoft (MSFT), a leader in the enterprise collaboration space.
I used to wonder for the longest time why Google wasn’t buying Webex. Well, now all the pieces of the puzzle fit together.
There’s one thing that Google has missed, however, which is that to play in the Enterprise space they need to worry about Security. "
4 comments:
I'll give yall a hint on who Cisco will acquire next: Riverbed (RVBD). CSCO is getting whumped so badly by RVBD in the WAFS space that they are employing their marketing manger Joel Christner to slander RVBD on the RVBD google finance board! It's really pathetic that Cisco is doing this but it's also funny as hell:
http://finance.google.com/group/google.finance.705823/browse_thread/thread/cee5103c75edf7b5/9d2c4576810b6fd7
That link didn't quite work so try this instead:
RVBD discussion forum
Good call.
http://www.cio-today.com/story.xhtml?story_id=021001KZ3Z13&page=4
Likely Targets
Where will the next deals be found? Hooper, of course, isn't saying. But Bill Whyman, an analyst with researcher International Strategy & Investment Group, says the good fits may be found in network storage and in Internet video infrastructure. He thinks storage company Network Appliance, with a $13.5 billion market cap, would fit well with Cisco. Akamai, which facilities the delivery of video and other bandwidth-heavy applications, could be another fit, he said. Akamai has a market cap of $8.25 billion. Cisco also might want to make more acquisitions in the VoIP market. There has been lots of speculation over the years that it would buy telecom giant Nortel, but that would include all sorts of businesses that Cisco doesn't want. A deal for $5.3 billion Lucent spinoff Avaya might make more sense, though.
Cisco also could have an interest in companies that produce boxes that sit alongside routers to improving network performance. Gear of that sort can help networks distinguish between time-sensitive data, like voice calls, and less urgent messages such as e-mail. That's critical as the sale of software and other products evolves into an online service. Possible targets could include $1.8 billion Riverbed and $500 million Blue Coat Systems, according to Whyman.
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