The Game is Called Connect The (unrelated?) Dots
Cisco announced it will acquire WebEx for $3.2 billion dollars. Now it’s time to play the Connect the Dots game where everyone struggles to understand the deal on a number of levels and backs up the speculation with a series of dots (including unrelated dots) to bolster their thesis.
1. Did they pay too much?
2. Are they brilliant or clueless?
3. Who is next?
4. Who does this threaten? Who does this help?
I’m enjoying the TechChrunch speculation from readers where you can decide which dots you’d like to connect to understand the deal.
My take is that Cisco has a history of acquisitions and the track record is mixed on their brilliance and valuation of the companies. Today, they bought a great brand name. Let’s wait and see what they do with that purchase or if it becomes yet another tombstone in their acquisition graveyard.
