We have long wondered if Cisco would move into storage. As Brad points out here, there’s no easy way for them to do it without a major rift forming, as happened with UCS, HP, and Dell. Buying NetApp would work, as would buying a smaller storage company and trying to compete in the open market. But either way, Cisco doesn’t have an easy road into storage.
Brad Casemore takes on the question from his perspective in networking and comes away unconvinced.
Recent commentary from Barclays Capital analyst Jeff Kvaal has me wondering whether Cisco might push into the storage market. In turn, I’ve begun to think about a strategic drift at Cisco that has been apparent for the last few years.