Is HP Now a Friend or Foe of Cisco?
While I’ve seen a lot of kudos of our innovative Unified Computing System announcement in the last two weeks, I have been concerned by some of the “Cisco declaration of war” theme coverage. As someone here at Cisco, who has successfully worked with HP, this information seemed in accurate. So let’s set the record straight.
First of all, Cisco entry in the adjacent server market space with Unified Computing System is not about going after the competition. It is about catching a market transition or inflection point to help our customers unleash the power of virtualization in their data centers. The Unified Computing System addresses many of the pain points our customers have in managing and unleashing benefits of virtualization in their data centers.
Secondly, HP entered Cisco core switching business several years back with its ProCurve product line. Cisco and HP successfully continued their partnership in other areas in the interest of our mutual customers.
That said, what does the UCS announcement mean to Cisco-HP partnership? This brings us back to the title of my post. Well, in the interest of our customers, it is not going to be a friend or foe scenario in general. The reality is we will compete with HP with our Unified Computing System, however, other existing areas of collaboration with HP will continue.In particular, Cisco and HP together have had an extremely successful partnership providing Cisco Catalyst and MDS branded Ethernet and Fibre channel blades switches as IO solutions for the HP blade servers. Cisco commitments continue to be unchanged in delivering sales or support of our industry leading & comprehensive IO solutions for our partner blade servers to meet the needs of our customers. .So while we will compete with HP in certain areas, our customers can count on Cisco to still collaborate with HP in many other areas, such as Cisco blade switches to meet their needs. What kinds of concerns do you have about Cisco and HP collaboration?