Trade press reports say that networking specialist Cisco
As Blade Network Technologies CEO Vikram Mehta told InfoWorld last week:
"I think I know what Cisco's trying to do. Servers are a $60 billion market. And if you're the size of Cisco -- $40 billion -- you're looking for the next multibillion dollar market to jump into. There aren't a lot of adjacent markets, so they decided to step on their partnerships and take these guys head-on to get a slice of the server action."
By partners, he's referring to IBM
If Cisco's choosing to compete with these firms, as Mehta asserts, it'll get interesting. No one is going to take Cisco's entry lightly. Certainly not Big Blue, top dog in the server market, and seller of a Linux-enabled blade line called BladeCenter.
Know a good arms dealer?
What's interesting to me as an investor is that VMware
Who do you bet on in a war? The arms dealer. Here, that's VMware.
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