Cloud Computing: EMC and Lenovo deal won’t impact Cisco relationship. Really.
Grazed from GigaOM. Author: Barb Darrow.
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EMC’s newly minted deal to work with Lenovo on X86 servers reverberated throughout the hardware sector after it was announced Wednesday morning. Under a key part of this three-pronged arrangement, Lenovo and will make and sell servers that will be “embedded into selected EMC storage systems over time.”
That could have big impact on non-aligned hardware players. BusinessWeek looked at the deal through the Dell lens — EMC and Dell had a long-time if uneasy partnership that started to unravel with Dell’s acquisition of storage player Equallogic 5 years ago. Per EMC’s positioning, the Lenovo-EMC servers will compete most directly with Dell at the low end but HP stock also took a hit after the news…

