Microsoft, Intel to back Cisco’s California launch; IBM and HP work their own strategy
By Tarry Singh at 12 March, 2009, 12:53 pm
IBM is uniting with Juniper for Project Stratus; and HP is expected to tightly link its blade server and ProCurve networking operations for next-generation data center opportunities.
Another significant player for next-gen data centers is Brocade, which recently acquired Foundry Networks for the high-speed Ethernet fabric and foundation of its plans.
“The battle for the next-gen data centers will be competitive, and we view it as a key driver for tech…over the next two to three years,” states UBS analyst Nikos Theodosopoulos in a bulletin on next week’s event. “The competition will likely impact networking, storage and hardware…as business models change and market shares shift. M&A is also likely. We will be interested to see how Cisco approaches M&A and partnerships with regard to its data center strategy.”
While not exactly a solo effort, Cisco’s Unified Computing partnerships appear to be a bit looser than the IBM/Juniper union, observers note. Microsoft, Intel and VMware, for example, partner with several Cisco competitors in data center applications, and one – Microsoft – competes with Cisco in unified communications and data center virtualization.
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