September 1, 2009 – There’s a rumor swirling at this week’s VMworld show regarding the imminent announcement of a deep, formal partnership between VMware, Cisco and EMC (aka VCE).
The troika already has a loose relationship, but scuttlebutt suggests a much more formidable triumvirate. The announcement might come at VMworld this week, although next week may be more likely.
Paul Mansky, a principal in equity research, data center infrastructure, at CANACCORD Adams, issued a note this week that hints at what the three-way relationship might entail.
Citing industry sources, Mansky says the deal will revolve around Cisco’s Unified Computing System (UCS) platform and, of course, EMC storage systems (with an emphasis on Atmos?) and VMware in bundled configurations that address cloud computing (internal or external) environments. The venture is also expected to include joint testing and marketing, as well as a road show in September or October.
Interestingly, sources also say that EMC plans to compensate both EMC and Cisco field reps for 100% of the value of the combined solution sale.
If anybody doubted whether Cisco’s UCS would gain traction, this deal would put those notions to rest.
Showing posts with label UCS. Show all posts
Showing posts with label UCS. Show all posts
Tuesday, September 1, 2009
Tuesday, March 24, 2009
Cisco's UCS: Winners and losers
March 24, 2009 – Cisco’s recent announcement of its Unified Computing System (UCS) blade server promises to upset the apple cart in the server market, with a number of potential winners and losers. For InfoStor senior editor Kevin Komiega’s coverage of the announcement, click here
Assuming that Cisco is successful with the UCS (and eventually it will be, although it will probably take a long time), the potential losers are the existing server giants, such as HP and Dell (both of which derive about 10% of their overall revenues from the enterprise server market), IBM and Sun. (I won’t get into the IBM-Sun controversy because I have nothing to add to the rumors.)
The biggest winner in this announcement is VMware, but there could also be some winners on the storage side – most notably Cisco partners EMC and NetApp, but vendors such as Emulex and QLogic also signed on as UCS supporters and could get a nice coattails ride if Cisco succeeds (based largely on their dominant HBA market shares but also because of their expertise in virtual server environments).
Cisco (wisely) decided not to tackle storage on its own, but as the networking giant continues to extend well beyond its traditional roots it seems like it’s only a matter of time before the company jumps squarely into the storage fray – either on its own or via a game-changing acquisition.
Assuming that Cisco is successful with the UCS (and eventually it will be, although it will probably take a long time), the potential losers are the existing server giants, such as HP and Dell (both of which derive about 10% of their overall revenues from the enterprise server market), IBM and Sun. (I won’t get into the IBM-Sun controversy because I have nothing to add to the rumors.)
The biggest winner in this announcement is VMware, but there could also be some winners on the storage side – most notably Cisco partners EMC and NetApp, but vendors such as Emulex and QLogic also signed on as UCS supporters and could get a nice coattails ride if Cisco succeeds (based largely on their dominant HBA market shares but also because of their expertise in virtual server environments).
Cisco (wisely) decided not to tackle storage on its own, but as the networking giant continues to extend well beyond its traditional roots it seems like it’s only a matter of time before the company jumps squarely into the storage fray – either on its own or via a game-changing acquisition.
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