Cisco’s declaration of war to HP

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Just in case the entrance in the server market and the alliance with EMC and VMware were not clear enough, Cisco decided to clarify even better that taking over HP market share is the primary goal:

And it’s not a secret that EMC and HP compete in the enterprise storage space.
The only problem is that HP is one of the strongest VMware partners today.
The two could move from partnership to fair “co-opetition”, as the Industry likes to call it today, but for how much time?