An insightful snapshot from Burton Group Research Director Drue Reeves; see the full post for details on his perspective
Cisco's Unified Computing System announcement yesterday -- which was one of the worst kept secrets in the industry -- was a move Cisco probably had to make. Why? Several reasons. Let's take a look at some of them.
His final paragraph:
In the end, UCS was a move Cisco had to make to ward off competition AND increase shareholder value. Cisco has a strong brand, enterprise credibility, the technical chops and finances to pull it off. Is UCS a business risk? Sure. But the greater risk for Cisco is to do nothing.