RE:RE:PKT future contolled by Hedge fundsPersonally I don't yet see a compelling purchase decision unless it's a firesale. If I were SVC I'd be using every head hunter available to reach into Procera and pick off their best people. They will know who they are.
When you have the best technology and are eating market share, the only reason why you buy is to fill product gaps, or to gain a geography you don't already own (this may be a possibility here). Product gaps are cheap to fill in RnD. Geography is expensive and time consuming to build and I can see why you'd buy it.
The permutations I see are: An equipment vendor wants Procera thereby limiting Procera (because it will no longer be hardware agnostic).
Or no one wants Procera and they can be bought at a price that's reasonable for Sandvine. In the meantime Sandvine should be hammering the Procera customer base, and peppering it's A-list staff with job opportunities. Eat the company without having to buy it.
Are they looking at the company? Of course they are! What better way to gain insight into your competitor then to conduct due diligence as a purchaser. It doesn't mean they're actually interested.
Does anyone have a sense of who would pay up for Procera?