Aruba Networks Inc. could be the next big networking acquisition, according to analyst Avi Cohen at Avian Securities.
Barron's Tech trader Daily blog quotes Cohen as saying that the Sunnyvale-based company's (NASDAQ:ARUN) $800 million market cap could be just the right size for potential suitors. He includes Juniper Networks Inc. (NASDAQ:JNPR), IBM Corp. (NYSE:IBM), Alcatel-Lucent (NYSE:ALU) and Siemens in that group.
Cohen said that with 10 percent of the market Aruba trails Cisco Systems Inc. (NASDAQ:CSCO) in its market.