at Investor's Business Daily (Wed, 5:31PM)
Though the companies keep saying the right words, Cisco's (CSCO) partnership with EMC is fraying, sources tell Reuters. The companies' VCE JV hasn't turned a profit, and Cisco has reportedly discussed acquiring an EMC storage rival (ed: Are they looking at NetApp? Or a startup such as Nutanix?). EMC, meanwhile, has thought of buying or partnering with a Cisco networking rival Also, Cisco had a $750M deal to acquire startup and long-term threat Nicira, only to see EMC's VMware (VMW) outbid them.
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