VMWare's $1B purchase of Nicira Networks was big news. Why? That was my question. Remember that new OpenFlow technology for managing large networks? Well Nicira is one of the first companies to build a product based on OpenFlow. This technology is aimed directly at Cisco and Juniper networks. One of the original investors explains.
Now if the big guys are smart, they will quickly embrace this technology and come out with their own products and thusly crush their smaller competitors. It will be interesting to see if that happens.