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News Desk Cisco's Server Fallout
Goldman Sachs expects slow adoption rates for Cisco servers
By: Maureen O'Gara
Mar. 24, 2009 09:00 PM
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Goldman Sachs expects Cisco's advance into servers to have no impact on HP or IBM in the intermediate term. The broker reckons Cisco's ramp will be slow and user trials of its high-end systems long. It also figures that the fact that its server seems to be compatible only with its own switches will "dampen the rate of adoption." Goldman expects the relationship between Cisco and VMware/EMC to continue to deepen as their cloud technologies develop. Brocade, it says, should benefit from Cisco's move. It figures server OEMs will "move away from Cisco and closer to Brocade for storage, and possibly, Ethernet switching."
