Re: HP Buys Aruba: What's Next?
I tend to agree with a mix of caution and optimism for any mergers and acquisitions news, but I'd say I'm even a little more skeptical than most of the others here when it comes to this one. Several of the analysts mentioned that unless you're buying switches, HP isn't even on your radar - to that I'd add, even if you are buying switches, is HP really at the top of your list? Others are right that a wireless strategy for them is a must, and it gets their names in the headlines (hey, here's one now!), so I don't think it's necessarily a bad move per se, but... I don't know. Is HP really doing anything innovative in that space that will be supplanted by what Aruba is doing with mobile/wireless, or are they just using this to play catch-up? History has shown that that rarely works out well (I'm thinking Yahoo!).
In other words, I'm more concerned that this will be bad news for Aruba and consequently for the rest of us. Of course, it's speculative at this point, but it's not outside the realm of possibility that they're jumping on board a sinking ship. While we're speculating, It's not impossible that if HP goes down Aruba might still survive and be sold off to someone else. I suppose big changes like this were/are bound to happen to all the names we know eventually. Others are mentioning IoT - add to that SDN and hyperconvergence in the datacenter, and it's actually more impressive that the old guard has held on this long. The rise and fall of giants is not unique to the tech industry, but it seems to happen in some unusual ways here. EMC + VMware is a good example, as VMware is obviously the larger brand in terms of mindshare. I wonder what other headlines we'll hear in 2015.