December 29, 2010 1 Comment
Google Acquires Level 3 Communications
Really? Forget net-neutrality, think fiber and capacity management. Google gains a worldwide network and a host of services and options to redefine the Internet. Google’s itching for another industry to transform, and the service provider market is ripe for the picking. By streamlining processes, costs, and creating a true cloud, Google can change the game while laying the foundation for some incredible mobile products and services.
Apple Acquires Sony Corporation
Why? How about content, home entertainment, consumer electronics, and more. Imagine Sony TV’s pre-loaded with Apple TV or PS3 with an ‘Apple-like’ interface. Apple would gain content via Sony Pictures, cameras, a massive distribution channel, and control of standards, patents, and more. In the end, Apple would restore Sony to their former glory while drastically expanding their breadth and depth of products.
Cisco Acquires SAVVIS
Huh? As Cisco is dead serious about the cloud and Infrastructure as a service, purchasing SAVVIS would give Cisco a ‘enterprise-class converged cloud solution.’ Plus, SAVVIS is a huge Cisco customer and early adopter, so Cisco wouldn’t’ need to swap out hardware as UCS is already in-play here. Cisco gains data center expertise, IAAS, SAAS, Hosting, Content Management, and more while moving ever closer to end-customer and consumer.
Dell Acquires Brocade
Are you kidding me? Dell needs an Ethernet and storage networking presence and they need it right now. By purchasing Brocade and integrating their product sets, Dell can finally go toe-to-toe with HP and IBM. Additionally, Foundry products finally get the sales and distribution channel they need to compete with Cisco, HP, and Juniper. Dell would streamline manufacturing, sales, marketing, and more to create a viable alternative to HP’s growing ProCurve business.
Baidu Buys Yahoo
Never! Baidu (the student) comes into the US Market flush with cash to buy Yahoo (the teacher). Baidu would gain a US presence while putting their thumb in Google’s eye. Yahoo gets an injection of cash and swagger, as they focus on platform services and open source projects. Meanwhile, Microsoft quietly wins here as they continue to work with Yahoo/Baidu and expand their Chinese presence.
Huawei Buys Juniper
Come on? Shunned by Dell, Juniper has little options as IBM refuses to enter the networking hardware business. Huawei desperately wants to enter the North American Market, and Juniper’s name and mix of service provider and enterprise customers are just the ticket. Huawei would quickly ramp up Juniper’s product line while introducing new lines of business including wireless carrier infrastructure, storage networking, and more.
Oracle Buys NetApp
Finally something we can agree on! While Oracle/Sun have some amazing storage products, NetApp gives Oracle legitimate world-class storage solutions. Oracle could leverage NetApp within their next generation ‘Exa’ products while refining how Oracle products perform on NetApp storage. Meanwhile, Oracle/NetApp will make billions from FlexPods while moving closer to Cisco.