Indeed it will, but if you had to back one of the two or three small to medium companies making a good go at this area and put major money behind them, Ubiquisys is as good a pick as any and just in time for the purchase orders about to hit the streets.
What amazes me in those deals is how small they are. Only the first two are over $2B. I still rememeber the times when as fabless IC networking company we would aquire 5-6 small companies, each a billion or more
Krisi: Smaller deals can indicate that the acquiring company is trying to close the gaps in its own products, or expand incrementally in new areas. I think that shows a certain maturity in the industry. And a billion is still a lot of money in an industry that has been fragmented a bit in recent years.