Indeed, Network Computing, did a comparison review of XML gateways earlier this year, and thought highly of the DataPower XS40. And we've been seeing a rash of mergers and partnerships that bring together networks and application services to optimize application performance.
But this doesn't explain the IBM acquisition.
IBM says that it will offer DataPower products "as the cornerstone of a new product line that will provide specialized, dedicated SOA appliances." Lorrie guesses that that IBM also will integrate DataPower technology into its SOA strategy--specifically its ESB (Enterprise Service Bus)--and will tweak WebSphere to harness DataPower's accelerated XML parsing and transformation capabilities.
Still, as Lorrie points out, this is a strange move for IBM, given that DataPower is hardware-based and IBM's hardware is focused on servers, not networking. The announcement comes on the heels of Intel's acquisition of Sarvega, though it doesn't appear that the Intel acquisition influenced the IBM move. Of course, IBM's strategy could be an advance "slap" at Cisco's AON (Application-Oriented Networking) strategy, which was announced earlier this year, but has yet to cough up any actual products. Stay tuned.