Cisco, probably more so than any other vendor, planted the seeds of converged infrastructures in customers’ minds with the introduction of its Unified Computing System, or UCS.
UCS combines Cisco’s market-leading networking technology with a new Cisco x86-based blade server line and with EMC’s storage, topped off by a VMware virtualization layer.
In the process of going it alone, Cisco destroyed years-long partnerships with companies such as Hewlett-Packard and IBM.
Cisco is leveraging its huge networking installed base and the fact that x86 servers are pretty much the same between vendors.
However, it does face intense competition from former partner turned arch-rival HP, which can deal with lower margins than Cisco has ever known.