Cisco Set to Invade VMworld, Oracle OpenWorld
Question: How do you invade corporate data centers? Answer: You get really cozy, really quickly with data center software companies like VMware and Oracle. That’s part of the strategy unfolding at Cisco Systems Inc., which will have a major presence at the VMworld and Oracle OpenWorld conferences in San Francisco. Here’s the analysis.
Let’s start with some background: Cisco Systems’ Unified Computing System strategy converges storage, networking and servers in the data center. At first glance, UCS is off to a strong start. Just last week, Tech Data CEO Bob Dutkowsky told The VAR Guy that demand for Cisco’s server solutions appeared strong. Moreover, Cisco has been building closer relationships with folks like VMware and EMC.
Still, Cisco CEO John Chambers delivered a cautious tone during a mid-August 2010 earnings call with analysts. Chambers is upbeat about Cisco’s product lineup but he remains concerned about mixed signals from the economy and customers.
A Surprise At Oracle OpenWorld?
In fact, The VAR Guy is hearing rumors that Cisco and Oracle may potentially announce some enhanced business strategies at OpenWorld. Hmmm… Could the rumored effort involve Cisco UCS leveraging Oracle VM virtualization? That’s a definite maybe. Regardless, the Cisco-Oracle relationship requires a delicate balancing act, especially as Cisco’s server and storage business potentially competes with Oracle’s Sun businesses.
Lots of VMworld Noise
Meanwhile, Cisco is set to invade VMworld, where the networking company will talk about its cloud-enabled technology, updates to the Nexus 1000V, new services, and of course, the Cisco UCS alignment with VMware’s Cloud Service director.
Cisco will seemingly be everywhere at VMworld, with Cisco executives scheduled to speak in at least six separate sessions.
The networking king, it seems, wants to become the data center king. And Cisco’s best chance for success, The VAR Guy believes, requires closer working relationships with major software companies like Oracle and VMware.