(CSCO - Get Report) days as the server industry's collaborator-in-chief may be over, much to the annoyance of
(HPQ - Get Report), but the networking giant has good reasons for going its own way.
months of rumor and speculation, Cisco entered the
server market earlier this year, a move that placed it in direct competition with long-term partners H-P and
(IBM - Get Report).
The tremors from the launch of Cisco's
UCS technology are still being felt, and have prompted a frenzy of activity from the likes of H-P. This week, for example, the server giant
teamed up with
(ALU - Get Report) to target the telecom sector, effectively attacking Cisco in its own back yard.
Like a jilted lover, H-P has been telling anyone willing to
listen about Cisco's alleged shortcomings, and was quick to launch its UCS rival, the
H-P, of course, also has its own ProCurve networking technology to push, and a picture is emerging of Cisco fending off multiple challengers. There has even been speculation that IBM may
with networking specialist
(JNPR - Get Report)
to attack Cisco.
Two other Cisco rivals,
the networking giant while it targets the server market.
Despite turning old friends into new enemies, however, Cisco remains a networking behemoth, with the sort of muscle that most tech firms could only dream of. The San Jose, Calif.-based firm exited its recent
with cash, cash equivalents and investments totaling $33.6 billion, and has been working hard to control its costs.