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Varrow's Weiss said the adoption of Fusion-io technology brings rumors of Cisco one day wanting to enter the storage market, Weiss said.
There are many rumors about Cisco looking to get into storage, or perhaps buying EMC, he said.
"They are urban legends," he said. "It would be a bold move for Cisco. But then again, Cisco started in the server business from zero only three years ago, and it's now in the top three. That's a tough market. Storage is an even tougher market. But, there's still a lot of room for innovation."
If HP or IBM were to buy Fusion-io, the impact across the industry would be limited, Weiss said. "But if Cisco bought them, it would be very provocative," he said. "It would put Cisco in the storage business. It would put them moving towards HP's model of putting storage in their server blades."
Should Cisco someday become a storage vendor, it would become a major headache for channel partners, Weiss said. "Choosing between EMC and Cisco would be tough for a company like Varrow, which depends on its relationship with both," he said.