Today in Infrastructure

The rumors of a Cisco-EMC joint venture are heating up, and I can’t help wondering if Cisco is undertaking a big risk by burning its bridges with IBM and HP. There are no glaringly obvious reasons why the rumored “Alpine” venture should fail, but if it or Cisco’s UCS strategy do end up falling flat, Cisco’s former partners might not be too keen on realigning themselves with the data center networking leader. Cisco seems to be engaging in some high-risk, high-reward activity during a particularly uncertain economic period.