Cisco’s Cash Hoard Swells Along With Acquisition Rumors - Bits Blog - NYTimes.com

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As word of Cisco’s debt sale hit Wall Street, the standard chatter surrounding possible targets began anew. As usual, companies like EMC, NetApp, Sun Microsystems, Red Hat and BMC were discussed as desirable properties.

Any one of those companies would complement Cisco’s push into the server market, where it plans to sell a virtualization system that includes servers, switches and software from VMware. BMC is said to play a role in this new product with its management software and the start-up Scalent, which handles virtualization management, has been mentioned as well in my conversations with people who know about Cisco’s plans.

Cisco’s Cash Hoard Swells Along With Acquisition Rumors - Bits Blog - NYTimes.com