I think the next expansion is going to be UC. I thought about this a week ago while reading an article in the WSJ that showed the top tech companies: IBM, HP, Oracle, Cisco, and Dell. It had categories like: pcs, servers, networking, and services. Whats missing from there is UC. IBM has a little, HP has a little, Oracle none, Cisco lots, and Dell none. But that could easily change. HP could pickup Polycom. Dell could pickup LifeSize.
I really think its going to be a mad dash to pickup the other two good companies. Yes, I know there is Aethra, Vidyo, and Sony. But... Aethra would most likely be picked up by a smaller player. Vidyo has a good chance of being picked up. They actually would be a good fit for Oracle... being a software company.
Lets see what happens!
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