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Practical Analysis: Cisco And IBM Make A Play For The Data CenterPractical Analysis: Cisco And IBM Make A Play For The Data Center
If Cisco thinks it will call the data center shots over HP and IBM, it had better think again.
Art Wittmann
March 19, 2009
3 Min Read
If Cisco thinks it will call the shots in the data center over Hewlett-Packard and IBM, it has misjudged IBM. With its reported talks to buy Sun, IBM is essentially elevating the fight to a level it likes--namely, software and services, not plumbing. If it acquires Sun, it will be all about software architectures and open source and the future of application delivery. Sun's depressed stock price lets IBM wrest control of Java and MySQL while looking past a portfolio of hardware that it doesn't need and probably doesn't want. An IBM-Sun merger also would take a good deal of wind out of Cisco's sails.
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