One more thought.....   Cisco has one of the best opportunities to market and sell One Converged Solution, offering its' own compute. Though storage is mostly driven by EMC/Dell and NetApp. However, there's always the compute component they share in....

Hyperconverged Scalable LoadBalancer/FirePower (Firewall.), Storage, and Network (Switching, and Routers (Routing.). Fairly pretty basic components. But with Cloud Orchestration, and even Fabric Interconnect. In other words, can Cisco converge all in...