Curious what the board thinks of the latest CSCO rumors. My take is if they are thinking on the network efficency side you would have to ask the question. Why would CSCO want to get back in this game again after just announcing getting out of this area. Two things come to mind. ONe would be they would want to have the best technology to command the leadership role which would point to FFIV. They wouldn't want add't baggage like CTXS will all of their employees. If they went smaller they could use their resources but the technology would have to show promise. Arun, or PANW, not certain if their proven yet.
What makes more sense expand in a different area such as VMW or EMC role.
My two cents, what's your opinion