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EMC eying Arista, Brocade?
Stoke the rumor fires once again. Bernstein Research has issued a note this week that states storage giant EMC is prepared to buy, and that Arista Networks and Brocade might make good fits.Arista, for one, combined with EMC’s VMware possession and go-to-market capability would create an alternative to Cisco “stronger than anything present in the market today,” the note states.The report’s authors say the catalyst for the EMC buying speculation were remarks by CEO Joe Tucci at a recent analyst meeting that “consolidation opportunities” existed for EMC that were instantly accretive. They say EMC could do up to a $10 billion+ cash deal.To read this article in full or to leave a comment, please click here
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