Cisco Too Will Fall

Who would have predicted a year ago that GM would be in Chapter 11? Nothing is forever.

Cisco too will fall... someday.

What might bring it to this state?

Users might revolt against paying premium prices for locked-in solutions. This scenario is more likely to be driven by economic realities than any altruistic sentiment.

Cisco's dominance in Switching and Routers may suffer from commoditization and low cost suppliers. Just look at HP's and Huawei's growth.

Software may win out over hardware. This one is most intriguing to me, as Cisco is increasingly butting heads with IBM and Microsoft.

This is not being alarmist (Cisco's financial position is sound today), but a reminder that adaptive corporate strategies have to win out over corporate greed.

Let the debate go on.

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