Data Center
Cisco's second fiscal quarter earnings were less-than-inspiring for a discussion of switching and routing. But Cisco's big data center bets -- the Unified Computing System chief among them -- are paying off for the networking titan, and data center virtualization grew 59 percent year-over-year, with 700 percent year over year growth for UCS itself.
Cisco VARs have lined up behind UCS, and as Chambers put it, "There hasn't been a new hardware player in the data center for decades, and contrary to all prognostications, we are breaking away there. We have very much established ourselves."
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