More M&A?

I’ve heard OCZ being looked at by Seagate and others. That would make sense.

Honestly I think my expectations are not that companies have fire sales going on … but that areas where some sort of force multiplication is possible … these companies will be snapped up to help grow larger companies. Acquirers are after a few things. Value in terms of market, products, people, technology and capability, fit, etc.

I do expect to see a few fire sales, but not many. I do expect to see more strategic acquisitions. I think Whamcloud was strategic for Intel. Intel grabbing Red Hat would also make sense to me.

I expect more. Updates as I can.

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