Although it was a poor quarter for the server market overall, Cisco did take over the #2 market share spot, overtaking IBM and taking more share away from HP - see http://blogs.cisco.com/datacenter/cisco-achieves-2-worldwide-in-the-x86-blade-server-market/

And http://www.slideshare.net/Ciscodatacenter/cisco-ucs-marketshare shows you why!