Comments on: Cisco Is Ready For Acquisitions… Again

By: Brian

Brian — Fri, 15 May 2009 15:55:21 +0000

I thing a good approach would be a completely new market rather than joining and competing in an existing market.

How about an application that will run on any platform and access any SQL based Database in a user-friendly approach. The potential market is enormous.

Techabase is the first and only application accomplishing this.

Just a thought.

By: Cisco Eyeing Flip Maker, Pure Digital « NewTeeVee

Cisco Eyeing Flip Maker, Pure Digital « NewTeeVee — Mon, 09 Mar 2009 04:12:15 +0000

[...] January this year, Cisco CEO John Chambers said that the San Jose, Calif.-based company was ready to start buying again. At the time, Chambers said that a good acquisition for Cisco would be company that has 100 people [...]

By: P

Tue, 10 Feb 2009 20:34:24 +0000

Cisco should buy BlueCoat Networks. They have a decent web filtering and WAN optimization line of products. They could also end up buying EMC to expand into datacenter technologies.

Cisco has bought Ironport but I am not convinced with their buy. Are they trying to log in to email security ?

By: a

Mon, 12 Jan 2009 16:05:52 +0000

Think they should look into acquiring a video SaaS company that helps them bridge the gap between online (their new EoS product line) and TV (with their SA boxes).

By: m.c.

m.c. — Sun, 11 Jan 2009 23:49:50 +0000

I think there are very interesting companies to expand Cisco portfolio. Related to mobile infrastructure and solutions platforms:

A big adquisition could be: SONUS, to expand their portfolio to next adoption of NGN (new generation networks and IMS) -> imrproving marketshare in telco equipment. A mid size opportunity: SONIM (OMA PTT Server + ruggorized handsets) -> powering enterprise communication As early stage companies doing interesting things in mobile: SOLAIEMES (spain), Red Herring finalist, they do platforms for multimedia solutions and multimodal interactions with no need of installing apps. DIAL2DO (ireland), selected for Mobile 2.0 (S.F), using voice call for whatever web/it systems interaction

By: ammar

ammar — Sun, 11 Jan 2009 23:24:09 +0000

I think Cisco will add to its products portfolio in growth markets such as the datacenter, collaboration, video and consumer (to name a few) through a mixture of internal development and acquisition. The challenge on both these activities (internal R&D and acquisition) will be the pressure on earnings caused by the slowing economy.

In M&A, the net of this will be an effort to buy high margin growth for reasonable prices. My instincts are that the datacenter and collaboration markets will be where Cisco will find opportunities that look attractive because of the impact of consumer spending fatigue in other areas.

By: p

Sun, 11 Jan 2009 23:11:52 +0000

Having such a large cash pile to spend in a bust shows remarkable foresight (in this day and age).

Buying a direct competitor is a decent option, not sure why it is being discarded.Sure 'streamlining' is a messy business and will distract customer focus in the short term..but the margin increase from grabbing an Alcatel-Lucent or a Motorolla and "streamlining" with CSCO businesses would pay for such a deal in less than a year.

PS. I don't hold any shares in any of these companies.

By: Phillip D.

Phillip D. — Sun, 11 Jan 2009 15:31:20 +0000

What about solution that they can lay on their existing product line and leverage more revenue or positioning against the competition? In terms of making their routers smart, add some small filtering technologies to cleanse all those packets on the network before the client end in terms of web or email security. Malware and spam isn’t such hot tech anymore, but still a massive problem where an acquisition of little niche technology companies like Mail Foundry could fit nicely since they’re small (looks like less than 100 employees) and have their own IP and don’t portray any VC firms having a stake in them (simple google query finds nothing) and should be cheap to pickup. I’m sure there are plenty of companies out there like these folks who are ripe for the picking.

By: eddie m

eddie m — Sun, 11 Jan 2009 03:42:07 +0000

juniper networks. they are the real threat to cisco in the data center and cisco needs to put them down now before they start taking share.

By: Cisco hungry for some acquisitions | Startup Meme - Technology Startup and Latest Tech News

Sun, 11 Jan 2009 03:29:43 +0000

[...] were in 2007. Cisco only acquired four companies in 2008, which was down from 14 in 2007. This year things are going to change. According to Cisco’s CEO, John Chambers, the company has been aggressive when it comes to [...]

By: ronald

ronald — Sun, 11 Jan 2009 03:04:34 +0000

What’s the problem with video? I mean the problem with audio was that people wanted to buy tracks instead of albums/CDs and pay a fair price. Napster had showed that very clearly, ok not the price part. Only the music industry ignored it as best as they could. Is there a company which has highlighted the problem with video and what people really want?

By: Corvette Lover

Corvette Lover — Sun, 11 Jan 2009 02:08:26 +0000

Here is a far out prediction: CSCO will buy Move Networks or Brightcove and or Visible Measures. These are the three biggest infrastructure opportunities in video (Move/Brightcove in video delivery and Visible Measures in analytics+data) and would be very interesting for CISCO’s video strategy long term.

By: Cisco Will Acquire Companies: So, Are the Days of Vendor Financing Also Coming Back? - « My Personal View on FTTH & BWA

Sun, 11 Jan 2009 02:03:32 +0000

[...] Malik refers to an interview Cisco CEO, John Chambers, gave to Barron’s Eric Savitz wherein he stated that [...]

By: Cisco Will Acquire Companies: So, Are the Days of Vendor Financing Also Coming Back? « My Personal View on FTTH & BWA

Sun, 11 Jan 2009 01:21:40 +0000

[...] Malik refers to an interview Cisco CEO, John Chambers, gave to Barron’s Eric Savitz wherein he stated that [...]

By: primate

primate — Sun, 11 Jan 2009 00:01:59 +0000

How about Drobo? Data Robotics, Inc.

They make a CE storage device that allows home users to stripe their data across an array of HDs. Disclaimer: I'm overly interested in this CE space as I just had my first child and I'm quickly consuming photo/video space.

By: Mark

Mark — Sat, 10 Jan 2009 18:55:47 +0000

Outside the Consumer Electronics segment, I believe that Cisco will acquire their strategic partner BMC Software which is an OEM vendor to Cisco in Data Center Automation. I believe that Cisco will want to control the entire data center infrastructure through a bold move into Enterprise Systems Management. This strategic acquisition will be much larger than any other in recent history, if ever.

Otherwise, Cisco will maintain it's strategy of acquiring small innovative companies of modest capitalization. Targets would include those hardware firms that optimize the flow and presentation of content. I don't believe that Cisco is interested in being a content aggregator, much less an originator, but will be interested in delivery. Netflix could fit this model due to it's recent push into partnerships for online delivery based on it's subscription model.