re: Nicira Acquisition Is VMware's Smartest Move Yet
Agree, this was a great buy for VMware. This price will be justified if vendor agnostic SDN takes off with Nicira as the preferred management platform. The question is: Will this spell the end of VBlock, VCE and the Cisco/EMC (VMware) partnership? I cannot imagine that Cisco is pleased that their partners at EMC/VMware will be going after their core business. This acquisition is shocking because EMC/VMware were supposed to be Cisco's allies against, basically, the rest of the industry and they were the first major company to buy an agnostic SDN management platform.