With Cisco’s announcement that the company is getting into the server business (news here), it is easily seen that all infrastructure businesses are collapsing into vertically integrated entities. This, in my opinion, is especially true/possible in the cloud. Why not offer all the primitives: compute, networking, storage? Why not offer cloud management software? Why offer all the web services need by developers and customers? Everything and all collapses into a dense, dark star.
Cisco just became a non-virtual, fully integrated systems company…just as everyone is moving on to be completely virtual.

One Comments
“Cisco just became a non-virtual, fully integrated systems company…just as everyone is moving on to be completely virtual.”
Yet you link to an article that says Cisco is offering a product “— a server computer equipped with sophisticated virtualization software.”
I am not clear whether you are applauding or lampooning Cisco. My feel is that embracing the “virtual” cloud is fine, but someone will still need some non-virtual hardware to implement the cloud.
In a Gold Rush the smart money is on selling picks, shovels, pans, groceries, quicksilver and blue jeans to the miners.
Sincerely,
-daniel