451 Research - Biography

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Reports by this Analyst

Is Versafe a tailor-made fit for F5 Networks?
TDM Deal Analysis - September, 2013
F5 steps into the Web antifraud, anti-phishing and anti-malware space with the acquisition of Versafe.
Extreme Networks acquires Enterasys for bargain price
TDM Deal Analysis - September, 2013
Scale and synergies are driving the company to spend its war chest on networking peer Enterasys.
CloudBees buys FoxWeave, pollinates Java PaaS with data integration
TDM Deal Analysis - July, 2013
With its acquisition of data-integration player FoxWeave, PaaS provider CloudBees targets one of the biggest challenges for today's enterprise developers: data integration.
A buying and funding API-palooza in the cloud and mobile API markets
TDM Sector IQ - April, 2013
A recent flurry of acquisitions and venture fundings in the once too-techy application programming interface markets prompts the questions: what's going on, and why?
Oracle tends to telco tendencies with Tekelec takeout
TDM Deal Analysis - March, 2013
The software giant has been piecing together capabilities that do a lot more than just store data. Oracle's latest acquisition adds depth to its network management and control with a distinctly telecom focus that should raise eyebrows at Cisco.
Procera picks a bunch of DPI with Vineyard buy
TDM Deal Analysis - January, 2013
Vineyard's DPI technology and list of marquee enterprise networking OEMs such as Riverbed, Sophos and Blue Coat proved too tempting for service-provider specialist Procera. We'll see if the company's enthusiasm holds on closer inspection.
Juniper nabs Contrail in an extension of its SDN strategy
TDM Deal Analysis - December, 2012
Having been as enigmatic as the vapor trails for which it was named, Contrail is set to become part of Juniper's plans for virtual network automation and control.
Emulex pulls monitoring from Down Under with Endace buy
TDM Deal Analysis - December, 2012
Networking interface vendor Emulex is taking a step into monitoring the networks they feed with the acquisition of Endace. The addition of network performance monitoring opens new markets and raises the question of how much further the company will go.
Akamai bets on future growth from service providers with Verivue acquisition
HITS Insight - November, 2012
In its quarterly results three weeks ago, Akamai reported impressive numbers driven by the media and entertainment vertical. Akamai's latest acquisition signals a new path for continued growth in the segment.
Cray adds standard Linux clusters to its portfolio with $25m Appro buy
TDM Deal Analysis - November, 2012
It's a low price tag, but a significant deal. Appro, fourth on the latest TOP500 Supercomputer ranking by units, adds a missing piece to Cray's market landscape puzzle – Linux clusters of standard x86 servers.
Vanished without a CoreTrace? Lumension acquires more whitelisting technology
TDM Deal Analysis - November, 2012
An announcement of consolidation in the whitelisting market shows the evolution toward management as security.
NetScout acquires ONPATH to extend its data access-monitoring reach
TDM Deal Analysis - November, 2012
In another acquisition in the data access-monitoring sector, the service delivery management leader has added ONPATH for its high speed and density.
Texas hold 'em: IBM bets on flash with TMS buy
TDM Deal Analysis - August, 2012
Seeking maturity and reliability, IBM has acquired 34-year-old solid-state storage pioneer Texas Memory Systems. Where do the target's flash arrays and cards fit in Big Blue's lineup?
Synopsys acquires electronic design automation vendor SpringSoft for $406m
TDM Deal Analysis - August, 2012
M&A is the norm in the world of EDA. The acquisition of SpringSoft is Synopsys' second substantial deal in less than a year, and its fifth transaction of 2012.
As IPO window narrows, E2open (barely) makes it out
TDM Debut IQ - July, 2012
While the revenue growth for the on-demand supply chain integration vendor has been modest in recent history, the outlook for the sector is strong. But right now, that's outweighed by Wall Street's bearishness on new issues of all stripes.
Internet infrastructure M&A overview for Q2 2012: picking up the pace
HITS Insight - July, 2012
The second quarter of 2012 started off weak for M&A activity, but gained momentum, which we think will likely continue.
NetScout sniffs out Accanto's probe business for mobile expansion, gains a partner
TDM Deal Analysis - July, 2012
The acquisition, which is NetScout's first of the year, helps the vendor shore up its capabilities in voice performance for network operators.
With latest deal, Ixia pulls security testing to the BreakingPoint
TDM Deal Analysis - July, 2012
The testing vendor looks to add security depth to its portfolio to tackle threats from a more hostile mobile world as well as respond to a similar move from rival Spirent.
QlikTech plugs a hole in its portfolio and gets semantic by acquiring expressor
TDM Deal Analysis - June, 2012
One of the darlings of the visual analysis and discovery sector has addressed a notable metadata management gap in its BI platform by acquiring expressor software, which was a former partner. We take a closer look at the deal and its ramifications.
Zayo at it again - acquires FiberGate to expand network
HITS Insight - June, 2012
Zayo bolsters its positioning toward the federal government by purchasing the Washington, DC metro dark fiber provider. These assets will complement the legacy AboveNet fiber Zayo is expected to close on this summer.
Silicon Labs buys Ember in anticipation of boom in wirelessly connected devices
TDM Deal Analysis - May, 2012
The $72m acquisition helps Silicon Labs position itself for the impending explosion in connected devices.
Ixia aggregates Anue in a mobile data-driven deal
TDM Deal Analysis - May, 2012
The explosion of mobile data is causing changes that are moving markets and vendors. Performance, monitoring and service-delivery needs pushed Ixia to purchase Anue. Is this an echo of NetScout's Simena buy, or something more?
With its latest deal, Cisco's aim is Truviso
TDM Deal Analysis - May, 2012
Dynamic adaptation of content and network services is becoming a key differentiator for service providers. Cisco is reaching for Truviso to tap the expanse of data coming from the network and leverage it to increase service-provider revenue.
Microchip Technology makes a move up the value chain with acquisition of Standard Micro
TDM Deal Analysis - May, 2012
The king of the humble 8-bit microcontroller is looking to SMSC to help it grow, expanding its reach into the automotive, audio infotainment and wireless markets.
More M&A in system-level interconnects as IDT takes out PCIe silicon maker PLX Technology
TDM Deal Analysis - May, 2012
Following Intel's multiple networking acquisitions, IDT aims to scale up its PCI resources by buying its direct rival PLX for $330m. Fabric interconnects and solid-state storage opportunities are its target.
M&A overview - Q1 2012
HITS Insight - April, 2012
Fiber access shines with Broadcom's acquisition of BroadLight
TDM Deal Analysis - March, 2012
Fiber-optic access networks are key to delivering rich-media content to homes. Broadcom is hoping for financial riches with its pickup of BroadLight.
Rising above: Zayo Group acquires carrier AboveNet for $2.2bn
TDM Deal Analysis - March, 2012
In its 19th acquisition, Zayo is reaching for AboveNet. Will the firm continue its shopping spree?
Cisco doubles down on pay TV with $5bn NDS buy
TDM Deal Analysis - March, 2012
The deal is the biggest so far this year in the technology sector and strengthens Cisco's position for next-generation online video.
AMD spends $334m on server maker SeaMicro as part of 'ambidextrous' strategy
TDM Deal Analysis - March, 2012
Although SeaMicro was selling ultra-dense servers using Intel-based CPUs, AMD will use its core fabric interconnect ASIC to help it gain traction in the booming hyperscale and cloud datacenter market.
Vocus expands its social reach with iContact buy
TDM Deal Analysis - February, 2012
While the addition of iContact bulks up Vocus' social marketing capabilities, Wall Street's reaction has been anything but positive.
Cisco eyes CMOS success with Lightwire acquisition
TDM Deal Analysis - February, 2012
The next advances in high-speed networking will be around bringing down the costs of the optical interfaces. Cisco is hoping that Lightwire's CMOS technology will give it a big cost advantage someday soon, when it battles the likes of Intel and IBM.
F5 expands its Diameter with acquisition of Traffix Systems
TDM Deal Analysis - February, 2012
F5 makes a deeper move into carrier service capabilities with Traffix's 4G Diameter capabilities. LTE rollouts are spreading beyond North America, but are they growing fast enough for this investment to pay off?
Blackbaud continues rolling up the nonprofit software market, acquires rival Convio
TDM Deal Analysis - January, 2012
The acquisition helps Blackbaud continue consolidating the extremely competitive, although fragmented, market for nonprofit fundraising. It will likely boost revenue at the acquirer to about a half-billion dollars in the coming year.
Belden launches $270m unsolicited bid to acquire industrial device maker RuggedCom
TDM Deal Analysis - December, 2011
The offer comes after 18 months of trying to reach a friendly agreement with the Canadian vendor. If it goes through, the deal would help Belden create an industrial networking powerhouse.
Chip manufacturing equipment giant Lam Research nabs Novellus in $3.3bn deal
TDM Deal Analysis - December, 2011
The deal follows Applied Materials' $4.9bn acquisition of Varian Semiconductor earlier this year. Such consolidation is realigning the industry as demand grows for chips to power new devices.
Synopsys buys rival Magma as demand for EDA tools continues to grow
TDM Deal Analysis - December, 2011
Synopsys has agreed to pay a net price of $507m for the number four player in EDA. Although there's significant overlap in simulation tools, Synopsys gains new business in analog. But will the regulators approve?