Cisco Systems www.cisco.com is the market leader in networking...period. Great company, with a lot of smart people, with global domination. Oh yes, with a lot of $$ to always look to an acquisition strategy, when competitors threaten their space. However, being everything to everybody does sometimes dilute at times your valuation and focus, in light of technology advancing on a daily hyperspace moment. Perhaps they need to stick to their core business of networking, routing, and wireless? Wireless is here and the future, both with the WLAN and 4G/LTE (my opinion) space. Many innovative companies in this area are providing major league unique CAPEX and OPEX advantages as the L2/L3 becomes more of a commodity play, as well as wireless. However, with the advent of 802.11n and the convergence of 802.11a/b/g, then it become not somewhat of a networking play, but how how the physics of RF work itself out. Is the field of wireless being simply leveled out..or maybe shifted? Comments, let me know, now that I have changed the blog to provide free and open comments.
http://www.reuters.com/article/idUSTRE6AA4BS20101111
