What lies ahead for Anystream after Cauldron deal?

A little-noticed merger between Anystream and Cauldron Solutions created a strong player in the content production and distribution food chain. The new entity is itself a tasty target for a number of companies focusing on the opportunity in IP video.

TDM/ Target IQ, 11 May 2007
Jim Davis

Websense, expanding its data leakage offering, takes out SurfControl for $400m

Web-filtering and anti-data leakage vendor Websense plans to take on a chunk of debt to pay for SurfControl. The company is getting a bit of a bargain in its second deal in four months.

TDM/ Deal Analysis, 4 May 2007
Andreas Schneider
Nick Selby
Brenon Daly

Radware takes out Covelight for $16m: $7.5m now, $8.5m possible later

The Israeli application switching vendor has acquired antifraud and business intelligence vendor Covelight for $7.5m in cash up front and an additional $8.5m to be delivered based on performance.

TDM/ Deal Analysis, 4 May 2007
Nick Selby
Andreas Schneider

Akamai swoops into P2P market with deal for Red Swoosh

There appeared to be no interest in adding P2P delivery to Akamai's CDN offerings because of the potential to undercut revenues of its traditional services, but Akamai can't ignore the growth of P2P. The result: It buys P2P firm Red Swoosh for $15m.

TDM/ Deal Analysis, 20 Apr 2007
Jim Davis

Limelight Networks plans to leverage growth in IP video into an IPO

After an extensive period of consolidation in the CDN industry, Limelight seeks to become the first to go public. How will the Akamai lawsuit affect its anticipated debut?

TDM/ Debut IQ, 30 Mar 2007
Jim Davis

Will large networking vendors embrace RFID startups?

As established networking vendors seek to expand into new areas, startups making RFID network appliances could become targets.

TDM/ Sector IQ, 9 Mar 2007
Andy Dornan

Has the time arrived for consolidation in network management software?

After years of slow growth, new features may increase the value of these tools and drive acquisition activity. Network General, Network Instruments, WildPackets and ClearSight Networks could look more valuable to potential acquirers.

TDM/ Sector IQ, 9 Mar 2007
Steve Steinke

Polycom spends $220m on SpectraLink to get into fixed-mobile convergence

The teleconferencing vendor is entering the wireless market with its largest cash acquisition to date, aiming to leverage the VOIP-over-Wi-Fi company's sales channels, then integrate its server-side software into its own.

TDM/ Deal Analysis, 9 Feb 2007
Andy Dornan

Akamai hooks Netli to speed enterprise applications

The $178m purchase of the far smaller enterprise application acceleration competitor follows a trend in the CDN sector to diversify from content delivery and should help keep Akamai abreast of growing competition from telecom providers.

TDM/ Deal Analysis, 9 Feb 2007
Jim Davis
Brenon Daly

With the WAN traffic optimization sector thriving, M&A beckons some vendors

Multiplying branch offices and remote users and the growing need for managing information centrally are moving the technology into the mass adoption phase. But rewards are shared unequally, and further acquisition activity is bound to occur this year.

TDM/ Sector IQ, 26 Jan 2007
Steve Steinke

Zebra gets into active RFID with $126m acquisition of WhereNet

As the RFID and barcode printer company buys a longer-range wireless tracking vendor, the active and passive RFID sectors are beginning to converge. Acquirers in apparently unrelated areas could also want to acquire the remaining RFID firms.

TDM/ Deal Analysis, 19 Jan 2007
Andy Dornan

Content security plus middleware: the new formula for IPTV?

Recent deals by Kudelski, NDS and Macrovision suggest that more activity in the IPTV software arena is imminent. Cisco, Motorola are among the others that may soon buy in.

TDM/ Sector IQ, 19 Jan 2007
Jim Davis