By Vinnie Mirchandani on November 17, 2009
Why would Cisco move down into 25% mainstream server margin business when its networking business has yielded it 65%? That is the question many asked as Cisco announced its Unified Computing System in early 2009. Its marketing said it “..represents a radical simplification of traditional architectures, dramatically reducing the number of devices that must be purchased, cabled, configured, powered, cooled, and secured.”
Some would argue, a new class of infrastructure software – virtualization – had broken down traditional boundaries between computers, storage and networking and Cisco was merely reacting to that trend…
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Posted in Business | Tagged 3com, Cisco, disruption, Hewlett-Packard, hp, Industry Commentary, Mark Hurd, Networking, Storage
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Deal Architect. Previously Analyst at Gartner, Partner with PwC Consulting. Keynoted at many business and technology conferences and has been quoted in the Wall Street Journal, BusinessWeek, The Financial Times, CIO Magazine, and other executive and technology publications.
HP, the Disruptor?
By Vinnie Mirchandani on November 17, 2009
Why would Cisco move down into 25% mainstream server margin business when its networking business has yielded it 65%? That is the question many asked as Cisco announced its Unified Computing System in early 2009. Its marketing said it “..represents a radical simplification of traditional architectures, dramatically reducing the number of devices that must be purchased, cabled, configured, powered, cooled, and secured.”
Some would argue, a new class of infrastructure software – virtualization – had broken down traditional boundaries between computers, storage and networking and Cisco was merely reacting to that trend…
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Posted in Business | Tagged 3com, Cisco, disruption, Hewlett-Packard, hp, Industry Commentary, Mark Hurd, Networking, Storage