Friday, November 13, 2009

HP and 3Com: 7 opportunities, 4 challenges

HP buying 3Com to take battle to Cisco; HP's reasons for buying 3Com
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Spotlight Story
HP and 3Com: 7 opportunities, 4 challenges

Jon Oltsik is a principal analyst at Enterprise Strategy Group responsible for the networking and security services at ESG. He writes, "Rumors of a networking acquisition have been flying around HP for years -- I've heard the names Brocade, Extreme, Force10, and even Juniper thrown about. HP indeed followed this logic, but zigged with 3Com instead of zagging with one of these others. Why 3Com? With the H3C and TippingPoint portfolios, HP got a far broader product line than it could have elsewhere. I really like this move but HP has some work to do." He offers a list of seven opportunities and four challenges and explains why Cisco might not act worried. Read full story

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November 13, 2009

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