In a move that has left many industry observers perplex, Cisco has announced their intent to acquire Composite Software, a well-respected vendor in the information management space primarily known for its data virtualization technology (a.k.a. EII). And since this announcement, every observer in the industry is wondering, why is Cisco buying Composite?  After all, Cisco is primarily a networking and telephony systems manufacturer. Where does information management fit in?

The way I see it, this deal can go any of three directions:

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