Analysis – Cisco Announces Intent to Acquire Tidal Software
As I predicted in my Analysis of Cisco’s Unified Computing System Cisco was not done (nor are they done now). With this acquisition Cisco picks up (rather inexpensively) a vendor that specialized in automated remediation of issues affecting the operation of critical line of business applications like SAP. This is a very curious move for Cisco for the following reasons:
- It puts Cisco in the business of trying to automatically address issue with the operation of applications. This is very far removed from Cisco’s core business networking and (with the UCS) data center operations. Therefore this announcement either represents a statement with respect to a dramatic widening of scope of Cisco’s business, or it is a huge mistake and reach into an area where Cisco has no track record of succcess or credibility.
- This announcement leapfrogs over several areas of management in the virtualization space that really need to be solved before one can address how applications are working and how to address issues with the operation of applications in an automated manner. If Cisco intends to be the vendor of a Unified Data Center solution (as opposed to just the box), then Cisco needs to step up to how the combination of the virtual infrastructure that comprises the UCS is operating and performing. This means that questions of CPU, Memory, Network I/O, and Storage I/O and how these impact infrastructure performance in a dynamic environment need to answered first.
In summary, this is either the first part of an elaborate plan to become a true end-to-end solutions provider of a Unified Computing Solution (as opposed to the previously announced Unified Computing System), or it is a tactical shot in the dark. Knowing the history of how smart Cisco is about its aquisitions, one would have it assume that this is part of something large and well thought out. We will just have to see how the rest of the pieces get filled in.
SAN JOSE, Calif. – April 9, 2009 – Cisco today announced its intent to acquire privately held Tidal Software, Inc. Based in Palo Alto, Calif., and Houston, Tidal Software is the creator of intelligent application management and automation solutions that will advance Cisco’s data center strategy by enhancing product and service delivery offerings.