The HP and 3Com deal reinforces something Scott McNealy said 10 years ago - 'The Network is the Computer' although with today's hype cycles I would replace 'computer' with 'cloud'.
I am working on a series that will be at least two parts, maybe three, on the single most overlooked piece of the cloud - and it's not Security.
Long story short the HP/3Com deal is about the network. Say what you will, HP is moving into the network hardware business and Cisco is moving into the computer hardware business.
My question is does Cisco buy Blade Network Technologies or Verari first?
Time will tell...