Lori Mac Vittie over at The Application Delivery Network forwarded me this tidbit about Barracuda buying NetContinuum. Barracuda has a very lucrative SPAM business, and they’ve recently embarked upon the value market for load balancing. This certainly would move them up the chain. But will they try to price up everything, or will they go for the Cisco of the SMB play. I think there’s definitely room for a Cisco-of-the-SMB, as it’s a market that’s woefully under-served in many, many areas.
This puts pressure on the other two value-market players, KEMP Technologies and Coyote Point, but it’s an out-of-scope play so I’m not sure what it means for the market.
