In February I interviewed the CEO of Xsigo, Lloyd Carney, and I was mighty impressed by what he had accomplished. Today, Oracle (ORCL) decided that Xsigo was worth buying. What is Oracle getting for its money? In a nutshell, Xsigo has a dagger aimed at Cisco (CSCO)’s business and Oracle is getting a way to take a piece of its market share. When I talked with Carney, he thought Xsigo would be a good acquisition for someone it turns out that someone was Larry Ellison.

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