"When you think about the strategic importance of the enterprise network and the connectivity out to customers, partners, taking advantage of cloud services, or even just using your own internally owned data centers to create an active-active [network] or an overall disaster recovery strategy, there's a real focus on that WAN architecture," Borovick says. "And we believe the combination of network intelligence and WAN expertise is really going to start to change. We'll start to see some vendor changes and acquisitions."
Silver Peak appears to be striking at an opportune time, as well. Earlier this year, IDC predicted the market for WAN optimization and network intelligence tools to reach $1.3 billion by the end of 2012, outpacing growth for the overall network equipment market as a whole.
Read more about lan and wan in Network World's LAN & WAN section.