Klaughton

This exemplifies Cisco's build/buy/partner model.The acquisition of Sourcefire adds a team with deep security DNA to Cisco and will accelerate Cisco’s security strategy of defending, discovering, and remediating advanced threats. In addition, Sourcefire’s open source model will strengthen and accelerate Cisco’s ability to build a strong ecosystem of security partners who can bring real time threat intelligence and innovations to customers through integration with it's technologies and platforms (OpenDaylight, SDN, etc...). Good move at a reasonable price (~29% premium to closing).

I have to give MSFT some credit in this situation, for once. The acquisitions of Yammer and Skype, and evolution of the Azure and Office 365 platforms, are cornering the cloud collaboration market in the enterprise. MSFT has set a clear strategy in the cloud collab market up and down the stack, and it's paying off.

What about incremental externalities (late night food delivery, contraceptives, tobacco sales, transportation, etc...) ... excessive partying creates jobs, work hard play hard!