ISI Group’s Brian Marshall today reiterated a suggestion that networking and server vendor Cisco Systems (CSCO), whose shares he rates Neutral, should consider buying storage equipment vendor NetApp (NTAP), whose shares he rates a Buy.
Marshall takes as his cue the announcement today by the two companies of updates to their a combined offering of products from their respective portfolios, an automated system that can be installed in corporate data centers, called a “FlexPod.” Pod is a general term of art in the data center business for any group of components, such as servers, switches, and storage arrays, bundled together into a cohesive unit that can be bought in increments to build out a company’s computing capabilities.
Marshall notes that the two companies said the FlexPod line of product now has more than 3,000 customers, since going on sale in 2010. Read more CSCO.
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