Are We Finally Getting Market Share Numbers for Cisco UCS?
If you’ve been reading this blog over the past six months, you’ll know that I’ve continued to bust on Cisco for not providing market share numbers after selling their UCS product line for two years. I believe the wait is now over.
I’m hearing rumours that this next week (May 23 – 27, 2011) we should finally be seeing Cisco’s UCS market share numbers. From what I’m hearing, the numbers are going to be very positive for Cisco. To be perfectly clear, I have not heard of any official market share numbers, but I know that IDC should be releasing their Q1 2011 Blade Market Share numbers next week so if the rumours are right, we’ll see Cisco on their chart. I’ve heard from an unofficial source that Cisco sold about ~17,000 blade servers in Q1, 2011. If this turns out to be true, I am not sure that Cisco UCS will be in the #3 blade server spot as Cisco’s CEO, John Chambers, commented in a Cisco Financial Analyst Conference in Q4 of 2010: http://blogs.cisco.com/ar/john_chambers_discusses_ucs_market_share__wow/
Since I’m not an analyst, I can only wait until next week when “hopefully” the curtain will be lifted and we’ll finally get to see what the true story is behind Cisco UCS’ market share.