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Cisco's Server Fallout

Goldman Sachs expects slow adoption rates for Cisco servers

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."

More Stories By Maureen O'Gara

Maureen O'Gara the most read technology reporter for the past 20 years, is the Cloud Computing and Virtualization News Desk editor of SYS-CON Media. She is the publisher of famous "Billygrams" and the editor-in-chief of "Client/Server News" for more than a decade. One of the most respected technology reporters in the business, Maureen can be reached by email at maureen(at)sys-con.com or paperboy(at)g2news.com, and by phone at 516 759-7025. Twitter: @MaureenOGara

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