With their recent blade announcement, Cisco could easily fit Red Hat's OS and middleware stack along with NetApp's storage offering to become a true datacenter powerhouse.

I feel a bit sorry for HP who have to work all that much harder now.

Its just the all-buying, VMware-owning EMC that I can't figure out.. Where do they want to be and what do they need to buy to get there?

And I was expecting to waste at least half of my working day reading these. Was this the first of a two part series?