I couldn't help but wonder a bit this morning when I saw the WSJ story that Brocade was considering selling itself to the highest bidder. The article mentions that HP and Oracle would be potential acquirers, but the storage world is much more interesting and underhanded than THAT. If this story is true, there will likely be a great fight for Brocade as tech giants try to figure out whether it will impact their ability to make a buck 5 years from now.
Some of the giants appear to be going stack raving made, (Cisco, EMC, HP, Oracle) while others are content to watch this from the sidelines (IBM and Dell). The stack play is not aligned with the idea of open systems. Companies want to control customers by offering stacks of related products. IMHO, the stack play is good for vendors and bad for customers.
But it's the world we live in. The question this go -round is whether or not anybody will be able to sit out and watch Brocade get swallowed up. Here's my knee jerk breakdown of the pros and cons of the usual suspects making a move for Brocade:
HP: Brocade's business could pull up their existing SAN business, but its just as likely that their existing SAN business be a lodestone to a Brocade in HP expansion. The Procurve/Foundry mashup would claim severe casualties.
Oracle: I think this is the most ridiculous fantasy, but if it were to happen it would definitely answer the question about Oracle being in the HW business. Now imagine meetings with your Oracle sales rep.
EMC: Buy Brocade and kill it, make boyfriend Cisco ecstatically happy and piss off customers. Why not - nobody could stop it.
Cisco: No possible path to regulatory approval = see EMC above.
IBM: If IBM can't get this done, they really are just a services company.
Dell: It would finally get the networking company it needs to compete with Cisco, but imagine them trying to become an OEM vendor! Do you think people would mess with 'em? Really?
Microsoft: No overlap, great shock value and they don't want Oracle to have it.