Yesterday, Lenovo announced at LinuxWorld that it will be offering its ThinkPad T Series pre-loaded with Novell’s SUSE Linux Enterprise Desktop 10 in Q4. This is significant for Linux on the desktop for businesses because, now, two of the three tier one global PC suppliers to enterprises will be pushing for better software and driver compatibility for Linux. After Dell has flirted with the idea of Ubuntu for SMBs, Lenovo has upped the ante with this offering. And if it wasn’t good enough to convince enterprises to pilot Linux in their environment, Novell is also offering direct support to end customers -- something it hasn’t yet done. The announcement comes at a particularly good time for Novell because it expands its distribution channel significantly at a time that enterprises are struggling with when, why, and how they should deploy Windows Vista. So what does this mean for Microsoft? Almost nothing. Customer choice is good. Competition is good. May the best solution win.
Today, network vendor F5 Networks announced that they will acquire Acopia for $210 million in cold hard cash. Sounds like a rich price, especially for an emerging vendor with about 100 customers, but I see several reasons why this makes good sense for F5. Acopia has a proven technology for global namespace virtualization and non-disruptive policy-driven file migration capabilities that is well liked by their mostly Fortune 1000 customers, and they are winning head-to-head deals against storage giants EMC and Brocade. With the rise of centralized file storage and IP based SAN’s, networking vendors are going to be more involved in the storage conversation going forward. F5 already has traction in WAN optimization, which has a strong storage and DR use case, but this opens the door to more of a direct presence in a growing area of storage and sets them up nicely to have a bigger role in storage networking more generally.
With IT operation costs ranging from 65% to 80%, only a fraction
of IT budgets are available for innovation. HP’s acquisition of Opsware for $1.6 billion is a proof point that HP is
serious about the strategic significance of IT automation. The move was made for three reasons:
It’s no secret that most enterprise WLAN infrastructure vendors offer base levels of intrusion-detection and intrusion-protection systems in their core solution. When increased security, rogue detection, and data protection is warranted, a third-party solution is often employed. Aruba's acquisition of Network Chemistry, however, changes the playing field.