The data center is confusing these days.
First, software vendor Oracle
The rebadged hardware comes from Brocade Communications Systems
I've been out of corporate data centers since quitting my computer-support day job to become a full-time Fool three years ago. For a while, I could have gone back with hardly a hiccup -- but enterprise computing is changing so fast right now that the next computing hub I see might feel as alien as a breakfast on Saturn.
Virtual computing has taken off like a rocket, led by pioneer VMware
Both Cisco and Dell are attacking the new complexities of this ultra-dense environment, each starting from their own areas of expertise and co-opting the other's market. And it makes no sense to me. I'd rather see a tight-knit partnership between each industry's leaders, such as Dell and Cisco co-selling each other's solutions or even putting both names on a co-branded line of end-to-end equipment.
Even better, Cisco could take Sun's server division off Oracle's hands. That would give Cisco the larger data-center footprint it clearly craves while preserving whatever value may be left in Sun's once-dominant brand name. I'd be surprised to see this happen, of course -- but that deal would actually make sense. The only real winner in today's cross-sector deal would be Brocade, because it's always nice for a small hardware provider to win another distribution channel.
Do you see anyone else making the right moves on the raised floor? Share your insight in the comments box below.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. You can check out Anders' holdings or a concise bio if you like, and The Motley Fool is investors writing for investors.