RE: Cisco buys Meraki for $1.2B haven't posted here for a while but still hold sizeable chunk of svc. The position has been the same for quite some time now, tech companies holding huge cash. they buy carefully now but one day (soon hopefully) they will spend a little looser and there will be a buying frenzy. there is no logical reason to think (and i have been working and investing in this sector for many years) that sandvine wouldn't be a target. network management is a critically important technology tool and IP network management is really only 10 years old or so.
and it is not a bad thing that they are selling quite a bit now via partners that will more than likely be the very companies that buy them. also not a bad thing that cisco does this stuff themselves and many of their competitors don't.