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Cisco vs VMware: Chambers On VCE, EMC, Competition, Cooperation

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http://www.thevarguy.com – Cisco Systems (NASDAQ: CSCO) wants to lead the market for software defined data centers and software defined networks. But Cisco must balance relationships with EMC (NYSE: EMC) and VMware (NYSE: VMW) — which recently acquired Nicira in the network virtualization market. How will Cisco move forward? CEO John Chambers (pictured, right) and Executive VP Rob Lloyd (left) provided clues during a Q4 2012 earnings call this evening, conceding that Cisco may need to both compete and cooperate with VMware. Here’s a recap. Brian Modoff, an analyst from Deutsche Bank Securities, asked Chamber (IT news)