Brad Casemore doesn’t buy the conspiracy theory that says the Open Networking Foundation (ONF) Technical Advisory Group (TAG) is a vehicle for a vendor (read Cisco) coup. Here’s why.
Double dip bad news from Brad Casemore: Avaya is still not showing anymore signs of growth and HP is looking at even more cuts. It’s depressing to see two storied companies struggling like this.
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.