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August 9, 2007 Vendor Profile: Cisco, Q3 2007Making Risky But Necessary Moves To Expand From Its Dominant Position In Networkingby Christopher Mines, Robert Whiteley with Bradford J. Holmes, Will McEnroe, Emily Van Metre, Christina Lee |
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Executive Summary
Not content to rest on its laurels as the dominant provider of enterprise networking gear, Cisco has launched multiple initiatives to extend its reach. Using its financial resources and M&A expertise and setting its vision on "the network as the platform," Cisco will push into collaboration, video distribution, the data center, Social Computing, and other markets. In these software-dominated arenas, it will face much stronger competition than the "seven dwarfs" of the network business. On balance, we judge Cisco's strategy to be a sound one and expect one or more of its new-market bets to pay off handsomely.
TABLE OF CONTENTS
- About This Report
- Cisco Is Making Risky But Sound Bets To Expand Its Market Reach
- Cisco's Market Position
- Cisco's Strategy Enablers
- Cisco's Financial Position
- Cisco's SWOT
RECOMMENDATIONS
- Vendors Should Strive For Détente With An Expanding Cisco
WHAT IT MEANS
- Cisco's Ecosystem Will Change And Grow As It Redefines The "Network"
- Related Research Documents
This is an excerpt
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