M&A activity is way up! Sometimes it blurs between what I blog and conversations I have with people. I certainly have been predicting that HP would do something. I thought it was going to be video related first. Tell you..I also figured that when HP did something, it would be Brocade! It would have gotten HP both a SAN solution and a core Ethernet switch solution.
I'm not saying 3com is bad..in fact, its pretty damn interesting. HP now has core ethernet, edge routing, core routing, security, and ip telephony. Wow!
I'd like to make one overall prediction across the board. The fight is on for everyone to have end to end technology solutions. The race is on between Cisco, HP, IBM, Dell, Oracle. I'm still confused about Microsoft and I think they might be too. Sure..they're staying out of hardware...but everyone seems to betting big on hardware. This happens to be totally opposite of what the VC community is funding right now...all they want to fund is software and cloud. So...specifics as to who marries who will change...but expect more of this. Expect people who dont have storage, to buy storage. Expect people who don't have UC to buy UC.
The name of the game is bulk and breadth of solution! I fully expect that we soon will only be standing with a few "startups" in the video space. TAA will be gobbled up. PLCM will be gobbled up. Vidyo will be gobbled up.
Wait and watch!
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