John Chambers Discusses UCS Market Share. WOW!
Financial analyst conferences tend to be hush-hush events but I’m surprised that no one has picked up on the stunningly strong statements John Chambers made about UCS market traction. During yesterday’s Cisco Financial Analyst Conference, John made the following public statements about UCS market share:
UCS has already taken the #3 market share spot in US/Canada for x86 blade servers.
Cisco expects UCS to be 50% the market share of the #2 competitor for the worldwide x86 blade server market within the next 2 quarters.
Also, during today’s post-FAC industry analyst event, Cisco CFO Frank Calderoni mentioned that we are currently seeing 82% growth for UCS on a quarter over quarter basis.
To which I would simply add: Wow!
That’s all I can think of to say given the incredibly fast UCS is enjoying.