Cisco to buy VMware?
By Tarry Singh at 20 January, 2009, 6:12 am
This is based on several analysts who have been whispering in my ears on what they may have heard in the board room and or across the hall. I have been getting this “white noise” for a few months now but these rumblings [in the shady circles of analysts and other bloggers and corporate friends] are getting bigger and bigger. I am seeing a massive search being carried out on IdeationCloud site [this blog] by many chieftains [ I will obviously not divulge the names of the firms where the searches originate], but it is enough for us to know one thing — something is happening!
We don’t know what these white noise really means there is however one signal out of this noise and it is that John Chambers has said:
- They do have cash (some 24+ Bn - I don’t know how much now, it is dwindling and they gotta act now!)
- They have gotta buy in 2009
- This will make big news and push Cisco’s dreams even stronger towards its Data Center march
- Virtualization will eventually need robust networking, Cisco can build it all in one box
- Cisco and VMware have been working together for quite a while, DNA matches better than it does at EMC [ Storage really wouldn't/shouldn't matter, as I always say, its just a bulk, I buy commodity storage eventually]
So is something going on under the hood? I think we will soon find out. While my good friend Allan did mention something at GigaOm, I sincerely don’t think gobbling EMC would be the smartest of decisions. EMC stands a better chance to sell VMware than keep owning it.
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Makes sense. The new version of ESX which is in beta has the option to create virtual Cisco switches, instead of the plain generic type. Can even manage them like a real Cisco switch. Not as robust, obviously, as a real switch, but it’s a start.
Rumours. Cisco to buy VMware, only if EMC is selling - and since VMware share price once nearly higher than EMC, I don’t think EMC will selling the golden goose that laying the golden egg any time soon. As the saying goes for every $1 sold of VMware, $3 is sold of EMC….
Mike,
What if some firm wants to take the risk [by also acquiring all additional stockpile of EMCware], despite economic pain, to swallow EMC with VMW.
We are entering a crazy world now, and the golden goose might be the obsessive focus of many firms.