Handset margins are low. The real money is in infrastructure - the stuff Cisco is great at. Additionally, lots of goodies this area could have for the future. That group is excited. Who cares what the terminal nodes are?
I don't have the impression Cisco wants to waste its resources battling Intel. Why else is Flarion, a valid solution, stalled?
I also don't have the impression Intel wants to create wifi routers. Intel is a chip company. I don't think there's a need for Cisco to pull out the Flarion/Nextel card for that. Big companies think seriously before they battle each other. Sometimes fighting wastes energy. Better to get to higher ground and invent rather than beat each other up. Dell might be another story for Cisco on low-end, though even Dell caved in a bit here. So far, I see companies yielding to Cisco.
Taking growth from small companies has always been fair game for large companies, but that's why small companies keep out of their way.
On a different note, did you see how MS rolled out MS-IP Ventures, basically a way to commercialize their research stuff. I think I was one of the first PMs that commercialized some RND back when. That group is FUN! Lots of goodies in there - wish I weren't so busy, otherwise I'd be up there in a sec. Maybe in two years I can find some time on the side to help some of their stuff along, right now can't. There's one thing in there though that did catch my interest - maybe if they are at a tradeshow I'll pop by. Or, sometimes the RND people come down here and we see them then.
Regards,
Amy J
PS This is clever (hope it doesn't gross anyone out) "Pill camera spots polyps in small intestine "
story.news.yahoo.com ..."A tiny swallowable camera-in-a-capsule" |
