Tuesday, October 27, 2009

Merger and Acquisition Targets

Mergers and acquisitions are always fun to speculate on. In this industry it seems like a week doesn't go by where some M&A activity is happening. With the recent Equinix acquisition of Switch and Data I have to wonder if more data center industry acquisitions will happen before the end of the year. Both Google and Cisco have said that shopping sprees will continue to gain speed in 2010.

thedeal.com had a Barron's article summary that intrigued me today about M&A speculation. The article points to 10 technology companies that are potential takeover candidates, including several that I have thought of:
  1. Riverbed (RVBD | $1.53B market cap): major competitor to Cisco's WAN Optimization and Application Acceleration products. I've always thought Cisco would buy them, but perhaps HP is better suited.
  2. NetApp (NTAP | $9.63B market cap): another possible target for Cisco. Otherwise maybe HP or Dell?
  3. F5 Networks (FFIV | $3.73B market cap): No idea; maybe HP or EMC
  4. Brocade (BRCD | $3.69B market cap): seems like HP is the lead candidate... if not, maybe EMC or IBM
and others.... Check out the complete article and list here.

1 comment:

Jacob said...

hi, its very informative, Merger And Acquisition , thanks