More Evidence of The Changing Structure of Technology Companies

This morning Cisco Systems announced the acquisition of Acacia Communications (ACIA) for $2.6B in cash.  Could you imagine an optical components company being acquired by a systems company 10-14 years ago?  Not likely, but the times are a changing.  Will not be surprised to see more fabs coming to a US location near you.

As always, my thoughts on these matters might be completely wrong.