[#Cloud クラウド速報] Ciscoのクラウド戦略: 初めて買収した会社がScanSafe社、次に控えるのは=>

何か、というのが関心の集まるところ。  ScanSafe社はセキュリティの企業であるが、Ciscoは既にIronPort社を買収しており、今回の買収はCiscoのセキュリティ戦略の一環ではなく、新規に開始したクラウド事業の買収戦略の始まり、と見るべき、と本記事では強調している。 

確かにお金は持っているけど、最終的に自社のクラウド戦略を強化するために大型の買収に使う事が想定される。  はたしてそれが誰か、というのはまだ憶測も出ていない、という状態で今後どのような予測が出てくるか興味深い。 

Cisco Catches a Cloud

Cisco (Nasdaq: CSCO) has agreed to pay $183 million in cash to acquire ScanSafe, a digital security provider whose offerings live and work on the Web.

News headlines suggest that security is the story of this deal. They’re wrong. Cisco has been acquiring pieces of a security portfolio for years, including an $830 million purchase of IronPort Systems in 2007. IronPort was and still is the major alternative to Secure Computing’s gateway security offerings, which are now maintained by McAfee (NYSE: MFE).

What’s striking here is that Cisco is buying a cloud-computing service. This isn’t software that can be added to its routers or other networking equipment; it’s distinct, an off-site suite more akin to what salesforce.com (NYSE: CRM), NetSuite (NYSE: N), and SuccessFactors (Nasdaq: SFSF) offer than anything else you’ll find in Cisco’s portfolio.

Cisco’s take on cloud computing is just as interesting to me. Last week, one of the company’s security bloggers, Seth Hanford, posted an interesting piece about Microsoft‘s (Nasdaq: MSFT) embarrassing data failure with Sidekick handhelds. The title: “Cloud Computing: Not a Security Panacea.”

Hanford makes several good points in the piece. My favorite: “What remains to be seen is whether consumer expectation and assumptions about the nature of cloud computing can be satisfied by companies that only offer hosted services, or those that do not include cost-prohibitive design decisions.”

Precisely. Expectations are difficult to satisfy under the very best conditions. With so much hype attached to cloud computing, providing satisfactory protection may very well be impossible — a delicious irony.

Cloud computing may not be a security panacea, but Cisco will pay for it anyway. Why take a chance when you’re the market leader, and blessed with tens of billions in cash and securities?

Posted via email from Ippei’s @CloudNewsCenter info database


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