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Voices

Cisco: Skepticism Abounds About Foray into Servers

in News on March 18, 2009 at 4:12 pm PT

Seems the more the Street thinks about Cisco Systems’s announcement Monday that it will sell servers, the less the Street is inclined to be enthusiastic. As I noted Monday, Cisco is expected to lose current revenue from partners Hewlett-Packard and IBM as it comes into deep competition with both. And the effort Cisco will need to make to actually be successful in selling a server against both vendors seems somewhat formidable–however enthusiastic Cisco is about its “Universal Computing System.”