SINGAPORE, SAN JOSE, Starnberg, 2. Nov. 2016 - Das Fibre Channel (FC) SAN Business wird weitergeführt; konkurrierendes IP-Geschäft soll verkauft werden...
Zum Hintergrund: Fibre Channel SAN-Pionier Brocade Communications soll an Broadcom verkauft werden. Das FC SAN Geschäft wird weitergeführt (breite Kundenbasis, kein Produkt-Overlap), während für das jüngere IP-Netzwerkbusiness von Brocade (inkl. der Aquisition von Ruckus) nach vorliegenden Informationen ein Käufer gesucht wird (zu viele Überlappungen zum Kern-Portfolio von Broadcom mit Ethernet Switching etc.). Man darf dabei gespannt sein, mit welchem Committment der Halbleiter Netzwerkanbieter das SAN Business von Brocade weiterentwickeln wird (noch sehr hohe installierte Basis an FC-SANs in Rechenzentren heute, speziell in DACH). Gerade das OEM-Geschäft im FC-Switching ist derzeit kein kleiner Umsatzträger und im Zusammenhang mit Flash Storage aus skalierbarer Performance-Sicht für Storageanbieter und Anwender weltweit wichtig. Insgesamt zeigt die geplante Aquise Anbieterseitig einen fortgesetzten Konsolidierungseffekt, der sich längerfristig wohl auch auf der Technologieseite bemerkbar machen kann (Cloud Scale Networking, Standardisierung mit SDN, SDDC...).
Zitat Broadcom: “This strategic acquisition enhances Broadcom’s position as one of the leading providers of enterprise storage connectivity solutions to OEM customers,” stated Hock Tan, President and Chief Executive Officer of Broadcom. “With deep expertise in mission-critical storage networking, Brocade increases our ability to address the evolving needs of our OEM customers. In addition, we are confident that we will find a great home for Brocade’s valuable IP networking business that will best position that business for its next phase of growth.”
Hier aus Aktualitätsgründen ein Auszug vom Originaltext des Blogposts von LCarney / Brocade CEO zur Übernahme:
Broadcom to Acquire Brocade by lcarney on 11-02-2016 04:14 AM
Quelle > https://community.brocade.com/t5/Wingspan/Broadcom-to-Acquire-Brocade/ba-p/89520
„Today, Broadcom, a leading designer, developer and global supplier of semiconductor connectivity solutions, announced its intention to acquire Brocade. I want to share my perspective on this news.
As CEO, I have had the immense privilege of working with the Brocade team and community – including my colleagues, our customers and partners – as we have helped organizations begin to navigate through one of the most rapid periods of change and transformation in modern times. We set out to build a new type of networking company for the digital era, one that stretches from the core of the data center to the wireless edge, and that remakes the network into a platform for rapid service delivery and business innovation.
Having just completed the Ruckus acquisition, we were confident in our strategy, our team and our path forward. We were not looking to sell the company. However, when Broadcom approached us with a compelling offer, we had an obligation to consider that offer, along with other alternative opportunities. After careful consideration, we concluded that Broadcom’s offer was in the best interests of our company and its shareholders. Our goal is to continue to serve our customer and partner needs.
As part of this transaction, our Storage Area Network (SAN) business, will offer a strong complement to Broadcom’s offerings and capabilities, creating one of the industry’s broadest portfolios for enterprise storage. We believe that we will be able to further strengthen our OEM and partner ecosystem and help customers meet the next-generation network and storage requirements of digital business.
In terms of our IP Networking business, due to competitive overlap with some of Broadcom’s most important customers, Broadcom will seek a buyer for the business. We have built an attractive IP Networking portfolio, designed to enable customers to transform their networks into platforms for innovation. As we support Broadcom in its efforts to find a buyer, our goal is for the IP Networking business to continue to thrive and see to fruition its strategic vision...“
Den vollständigen Text des Brocade Blogpost (inkl. legal disclaimer) finden Sie unter diesem Link auf der Brocade Webseite.
Weitere Informationen:
Broadcom Investor Relations Link
Broadcom Mitteilung zur geplanten Transaktion
Hinweis zum Broadcom Investor Conference Call zur geplanten Transaktion (Quelle: Broadcom Investor Relations):
- Broadcom will host a conference call to discuss details of the transaction. A live webcast and the accompanying presentation relating to the transaction will be available in the “Investors” section of Broadcom’s website at www.broadcom.com in advance of the conference call.
- Conference call date: November 2, 2016
- Time: 5:00am Pacific (8:00am Eastern)
- Dial in #: US (855) 631-5368, International +1 (330) 863-3283
- Passcode is 12480758
A replay of the call will be available for one week by dialing (855) 859-2056 (US) or +1 (404) 537-3406 (International) and the passcode is 12480758. A webcast of the conference call will also be available in the “Investors” section of Broadcom’s website at www.broadcom.com.