Cisco, EMC And VMware Spread Their Wings With Latest Product Lineup

VCE: Major Industry Implications

“There are two major industry implications of this fact specifically and this coalition in general if it succeeds,” Vellante wrote. “Namely: The winners are VMware, Cisco and EMC along with Intel and the six announced integrators.

“Furthermore, this coalition has great appeal to loyal EMC customers that are happy to build homogeneous EMC infrastructure and exist as predominantly EMC shops. [Secondly], the losers are IBM, HP, Microsoft, BMC, Dell, Sun/Oracle, NetApp, Hitachi, and every other storage player. One result is these non-Acadians are going to be much friendlier to Microsoft and Citrix.” Charles King, principal analyst at Pund-IT, is among those who believe the Cisco-EMC-VMware-Intel coalition has huge potential.

“Absolutely. There have always been strategic partnerships among IT vendors, but I can’t think of another collaboration as deep or wide ranging as the one between Cisco, EMC and VMware,” King told eWEEK.

“It’s particularly important given that traditional vendors are amalgamating power, products and services — such as HP with the EDS acquisition and Oracle with its pending purchase of Sun. If you measure the success of an initiative by the volume of competitors’ FUD, VCE is likely to become a very big deal.”

This is a road EMC has been on for a while, King said.

“Purchasing VMware allowed the company to begin acting as a ‘virtual’ systems vendor with any interested server or networking partner,” King said. “EMC’s relationship with Dell was an early iteration of this strategy, but Cisco’s UCS initiative, in concert with VMware’s Vsphere effort, has created the opportunity for a whole new dynamic. Should be an interesting next few months/years.”

Another respected analyst had a different take on this.

“The main reason this coalition is unique is that neither EMC nor Cisco had holistic credibility by themselves,” James Staten, principal analyst at Forrester Research, told eWEEK. “HP, IBM and Dell all have credible storage and server solutions and all have partnerships with VMware. I think this is more of a partnership of need than a trend we expect to see from others.”

Staten said it’s clear that EMC and VMware bring market presence and solutions in their areas that are proven and mature.

“[But] the same isn’t true for Cisco UCS, and customers will remain skeptical about acquiring a new solution like UCS, even when it comes with the endorsement of these other players,” Staten said.

“This helps, but it’s more important that Cisco prove that UCS is a no-compromise server solution that requires enterprise customer references and that just takes time.”

Is there any chance that IBM is falling behind when it comes to development and marketing of unified cloud-computing systems?

“Not at all,” Staten said. “In fact, the Cisco-EMC solution [vBlock] is catchup with HP, IBM and Dell who already have virtual infrastructure-in-a-box solutions on the market. IBM’s is CloudBurst, HP’s is Blade System Matrix. Dell’s is with Egenera and EqualLogic.

“I think what’s most interesting about this development is that each of the above players [Cisco, EMC, VMware] are trying to make the case for a unified infrastructure as better than building a best-of-breed solution on your own. It’s a somewhat old story that these vendors have been trying to tell for years. Is the story any better this time around? Not clear.”