All the noise from Cisco is they are trying to pivot to software, but their dominant position in Networking hardware and its associated revenue is hard to kick.
UCS is making some serious inroads in the server market, so the acquisition of one of the smaller storage vendors like Nimble, and possible borging of the remnants of McAfee from Intel looks to be a good play to give them a full stack, unless NetApp can be convinced to be assimilated in a Dell-EMC style merger of the old guard against the new.