If you’ve been reading this blog over the past six months, you’ll know that I’ve continued to bust on Cisco for not providing market share numbers after selling their UCS product line for two years. I believe the wait is now over.
In an unusual move Tuesday, Cisco CEO, John Chambers, commented that Cisco is still open to a blade server “partnership” with IBM. “I still firmly believe that it’s in IBM’s best interests to work with us. That door will always be open,” Chambers told the audience at the Cisco’s financial analyst conference yesterday at Cisco’s HQ in San Jose.
John Chambers and other executives spent much of the day talking with financial analysts about Cisco’s goal to become the preeminent IT and communications vendor because of the growing importance of virtualization, collaboration and video, a move demonstrated by their recent partnership announcement with EMC and VMware. According to reports, analysts at the event said they think Chambers is sincere about his willingness to work with IBM. The two companies have much in common, such as their enterprise customer base, and Cisco’s products could fit into IBM’s offerings, said Mark Sue of RBC Capital Markets.
So – is this just a move for Cisco to tighten their relationship with IBM in the hopes of growing to an entity that can defeat HP and their BladeSystem sales, or has Cisco decided that the server market is best left to manufacturers who have been selling servers for 20+ years? What are your thoughts? Please feel free to leave some comments and let me know.