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 […]
By Chris Selland on November 12, 2009
Not surprisingly, there’s a lot of interest and speculation in what happens next after the $HPQ acquisition of $COMS.
First of all, yes of course $HPQ is going after $CSCO (who isn’t these days?) – but as usually happens when the leader gets attacked, I expect the damage, at least in the near-term, to be minimal. […]