Well, they couldn't figure out pocket videocams but Cisco sure seems to have nailed blade servers. Just two years after shipping its first Unified Computing System platform, Cisco is now No. 3 in blade server revenue, having leapfrogged Dell in Q1, according to IDC.
Cisco says businesses worldwide shifted 10% of their x86 blade server spending to UCS in Q1 - in the U.S., almost 20%. Cisco says it now has 5,400 customers for UCS, which is on an annual order run rate of $900 million.
HP is still No. 1 in blades servers, with a 50% share of the $1.8 billion market in Q1, according to MarketWatch, quoting IDC figures. HP is followed by IBM with 20.2% and Cisco with 9.4%. Dell was fourth with 8.4%.
Of the four, Cisco posted the biggest year-over-year growth, as Q1 sales more than quadrupled, to $171 million, according to the MarketWatch story. But in the overall server market, Cisco is seventh, while HP is No. 1 with 31.5% of the $11.9 billion market in Q1, followed by IBM with 29.2%, Dell with 15.6%, and Oracle with 6.5%.
So, no wonder HP is irked. And no wonder they're now making incursions into Cisco's networking dominance.
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