It's been my impression that they're angling for either a VMWare or Microsoft acquisition. They both like buying things that live at the edge of enterprise-y and trendy.
VMWare is an interesting possibility! Docker seems like it would cannibalize too much of their existing product line, but VMWare's existing products are already kind of self-cannibalizing. (This is why many engineers find the enterprise market so confusing. Nobody differentiates products well, because past a certain size, networks of human relationships [sales, support, etc.] matter more than branding.)
But from that "good for us" perspective, VMWare looks as bad as Oracle these days. I would still "vote" for Microsoft.
0: http://www.businessinsider.com/florian-leibert-mesosphere-ce...