September 1, 2009 – There’s a rumor swirling at this week’s VMworld show regarding the imminent announcement of a deep, formal partnership between VMware, Cisco and EMC (aka
The troika already has a loose relationship, but scuttlebutt suggests a much more formidable triumvirate. The announcement might come at VMworld this week, although next week may be more likely.
Paul Mansky, a principal in equity research, data center infrastructure, at CANACCORD Adams,
issued a note this week that hints at what the three-way relationship might entail.
Citing industry sources, Mansky says the deal will revolve around Cisco’s Unified Computing System (UCS) platform and, of course, EMC storage systems (with an emphasis on Atmos?) and VMware in bundled configurations that address cloud computing (internal or external) environments. The venture is also expected to include joint testing and marketing, as well as a road show in September or October.
Interestingly, sources also say that EMC plans to compensate both EMC and Cisco field reps for 100% of the value of the combined solution sale.
If anybody doubted whether Cisco’s UCS would gain traction, this deal would put those notions to rest.
posted by: Dave Simpson