& cplSiteName &
Comments
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
lapogunev
lapogunev
12/5/2012 | 5:19:39 PM
re: How EMC Could Declare War on Cisco


So what is the possibility of EMC aquiring Brocade itself, not costly as Juniper and worth more than Arista. Good for EMC cloud related business and can fight with cisco..

StartUpGuy1
StartUpGuy1
12/5/2012 | 5:19:38 PM
re: How EMC Could Declare War on Cisco


If EMC buys brocade, their OEM relationships with HP, Dell and IBM will go away.. And with it, 2/3 of brocades revenue...  Not a good deal for EMC..


 

gotman
gotman
12/5/2012 | 5:19:38 PM
re: How EMC Could Declare War on Cisco


Nothing like a bit of rumor milling on a good weekend... you've english tabloid style..

quicktime
quicktime
12/5/2012 | 5:19:37 PM
re: How EMC Could Declare War on Cisco


" But EMC/Juniper sure would be an excellent fit".


What's the point here??  EMC's market is enterprise, while Juniper


is good at service provider.





philgr99
philgr99
12/5/2012 | 5:19:36 PM
re: How EMC Could Declare War on Cisco


Even if EMC were to do this deal, it's hard to imagine they would be able to retain much of Juniper's talent - their corporate culture seems remarkably different and incompatible.

Pete Baldwin
Pete Baldwin
12/5/2012 | 5:19:35 PM
re: How EMC Could Declare War on Cisco


Thanks, gotman! Been a while since someone accused us of that.


But there's no rumor involved here.

BigBro
BigBro
12/5/2012 | 5:19:34 PM
re: How EMC Could Declare War on Cisco


EMC/JNPR: I'm not quite following the "Juniper would be a good match for EMC" logic: JNPR is, at its heart, a routing vendor, with an installed base, sure, but in the Service Provider market. They're struggling in the data center (QFabric seems to be "circling the drain", despite JNPR's protestations to the contrary), and there doesn't seem to be a "get well plan". JNPR is in turmoil, with executives on the move, and rumors swirling around them consolidating their switching (think "EX" series) and data center ("QFabric") BUs.  (http://www.networkworld.com/co...


EMC/BRCD: Regarding Brocade, there could be a match, but as opticaluser has pointed out, the problem is that BRCD's stock price is based on their current revenues, and 2/3 of that would disappear after an acquisition. So EMC would have to overpay basically by a factor of >3x (they pay $6/share + some premium, and get to keep $2/share worth of revenues). This is why, after 2+ years of shopping the company around (including, as rumor has it, to Private Equity companies!), BRCD is still flailing around as a public company.


EMC/Arista: Instead of blowing $3 billion on BRCD, EMC could take that same money and acquire Arista. The question is whether EMC is willing to pay Arista's price tag, which can't be cheap. Arista has said they're profitable (so is not under pressure to raise money, unlike Force10, which was a deal for Dell because F10 was running out of cash, so not in the best negotiating position), and their investors (Bechtolsheim and Cheriton) have very deep pockets (estimated North of a $1 billion each, roughly the size of the Andreesen Horowitz Fund III, to put that in perspective). Plus, Arista just hired a CFO, so they seem to be heading for the IPO route. They may not want to sell at this point.

KNGPN
KNGPN
12/5/2012 | 5:19:10 PM
re: How EMC Could Declare War on Cisco


Yes, but if VMWARE bought BRCD that would be a different play and a possibility.



Featured Video
Upcoming Live Events
October 1-2, 2019, New Orleans, Louisiana
October 10, 2019, New York, New York
October 22, 2019, Los Angeles, CA
November 5, 2019, London, England
November 7, 2019, London, UK
November 14, 2019, Maritim Hotel, Berlin
December 3, 2019, New York, New York
December 3-5, 2019, Vienna, Austria
March 16-18, 2020, Embassy Suites, Denver, Colorado
May 18-20, 2020, Irving Convention Center, Dallas, TX
All Upcoming Live Events
Partner Perspectives - content from our sponsors
Edge Computing, the Next Great IT Revolution
By Rajesh Gadiyar, Vice President & CTO, Network & Custom Logic Group, Intel Corp
Innovations in Home Media Terminals for the Upcoming 5G Era
By Tang Wei, Vice President, ZTE Corporation
All Partner Perspectives