(Page 2 of 2)
Cisco also noted that UCS's architectural advantages, such as built-in automation and high-performance fabrics, complement Whiptail's high-performance data services. The company expects UCS and Whiptail, together with Cisco Nexus data center switches, will accelerate its innovation and momentum in the converged infrastructure.
Competing With Partners?
We asked Zeus Kerravala, principal analyst at ZK Research, for his take on the deal. He told us Cisco was very careful not to use the word "storage" because it doesn't want to alienate its partners, Network Appliance and EMC . But, he said, the company is clearly in the storage market now.
"Cisco hasn't thrown the gauntlet down yet but the gauntlet is in their hands. It certainly does creation friction where there wasn't any before," Kerravala said. "But when you look across the data center space today, the successful companies are going to be the ones that figure out how to best manage this new world of co-opetition, where almost any data center vendor has some form of competitive pressure with their partners."
As he sees it, Cisco isn't trying to compete directly with Network Appliance and EMC on the storage front. Rather, the company is adding storage to its UCS product to accommodate applications that require fast rewrite access for data-intensive apps like analytics and big data, and video transcoding.
Beyond the technology, Cisco is also taking in Whiptail employees. The acquisition is expected to be completed in the first quarter of fiscal year 2014.