The Very Predictable Dilemma of Cisco

Here we are in May of 2011. The business headlines read:

Back in February of this year, I posted an entry titled Cisco and the Services Chasm That entry referenced a previous entry I wrote in 2010 on Cisco titled Telecom and the Services Chasm

Both of these entries accurately predicted “the wall” Cisco would hit. This prediction was not prophetic– it was based on the realities of how the technology industry is changing and maturing.  Cisco’s challenges are not about the global economy. Cisco’s challenges are all about an economic engine that can no longer be supported by the changing enterprise IT market.

This is only the beginning…



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