The EMC-Cisco relationship has gone through some rocky times in the past year or so. EMC boss Joe Tucci even admitted so. "There are some strains there," Kerravala says about the state of EMC-Cisco affairs. Cisco likely isn't thrilled that VMware spent $1.2 billion to buy virtual networking company Nicira. But, Kerravala says that's the reality of business today: On some projects two companies can be friends; on others, competitors.
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