Phil Wainewright over at ZDNet writes that the software in the cloud is destined to eat Cisco’s lunch.
The truth is, Cisco is a hardware engineering company and the only thing it knows how to do well is to define a need, capture it in embedded logic and then profit from dominating a locked-in market. That may still work in the client device market (as Apple continues to demonstrate) but the days are vanishing fast when you can get away with it at an infrastructure level. Software is eating that world and Cisco is on the menu. One day, we’ll look round, and it will be gone.
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