Converged Infrastructures Will Continue To Accelerate
Vendors who are working to converge server, storage and networking into a single managed resource (think HP, Cisco, and Dell), or who are converging software and hardware into a single appliance-like offering (think Oracle) will pump up the acquisition engine in 2011.
Why? Converged infrastructure is a way to lock customers in and competitors out, especially as data centers increasingly get connected to the cloud, which will eventually be provided by the very same vendors who build the infrastructure in the first place.
Watch for these potential acquisitions:
- Storage vendors like NetApp, CommVault or Xiotech.
- Networking vendors like Brocade or Juniper.
- Software vendors like SAP.