(Page 2 of 2)
We turned to Zeus Kerravala, principal analyst at ZK Research, to get his take on the latest partnership moves between Cisco and EMC. He told us despite the industry rumors that Cisco is going to move to buy a network appliance company and begin competing with EMC more heavily on the storage side, this announcement shows that Cisco and EMC are still strong partners -- and he doesn't see that changing over time.
"When VMware bought Nicira, there was a lot of chatter in the industry about how VMware and or EMC are trying to create a more aggressive competitive environment against Cisco. When you see things like this, I think it shows that it's very far from the truth," Kerravala said.
"This market is becoming a game of stacks. EMC and VMware have realized that the combination of the three can provide more value in the stack wars than trying to do it alone. The relationship between those three companies is very strong and a lot of the industry chatter out there about the competitiveness is just flat-out wrong right now."