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October 25, 2007

3Com / Bain-Huawei deal a no go without Tipping Point spinoff

Well it is looking pretty clear now that if Bain and the Huawei folks want 3Com they can't have Tipping Point as part of it.  According to this article in VNUnet.com, the authorities in Washington, DC have made their feelings pretty well known.  Now the Gartner people have come out with a report that says the same thing that many of us in the blogosphere said when this deal was first announced. I personally think the buyers would rather not spin off Tipping Point for no reason other than that it represents a sizable chunk of revenue.  Hey, my attitude is if they wouldn't let Check Point buy Sourcefire, there is no way they can let Huawei buy Tipping Point.

I also wonder how this would be different if Mitt Romney were President, given that his Bain connections.  I guess we will have to wait and see.  Easy for most of us to say, but what about if you are a Tipping Point customer (especially in the US government)? 

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