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Cisco IoE: When Will Its Time Come?

InformationWeek, InformationWeek
Friday, May 23, 2014 10:00 EDT

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kq4ym
kq4ym  
6/13/2014 12:09:23 PM
User Rank Urban Legend
Re: boxes
An interesting question about whether Apple, Microsoft would be startup successes today. And how about Google? Sometimes it does seem serendipity takes the stage where just good luck in timing brings product and service success. Cisco may be running out of luck?

Toby
Toby  
6/4/2014 5:22:34 AM
User Rank Urban Legend
Raptors circling the Buzzword carrion
I always get a warm fuzzy feeling when the big players embrace the buzzwords in their next big speech. Once that happens you know the future is assured.

PeterJ
PeterJ  
5/31/2014 7:39:28 AM
User Rank Urban Legend
Re: boxes
That's true, and already happening with their purchase of NEST. They are known for buying up startups in the field they're interested in!

Terry Sweeney
Terry Sweeney  
5/30/2014 11:44:51 AM
User Rank Blogger
Re: boxes
It also wouldn't surprise me to see Google hurl headlong into this space, what, with their driverless cars and lots of other "innovations" that have been more intellectual curiosities than commerically viable projects.

It's also a little surprising that Microsoft and Intel have been relatively mute on this Internet of Things issue.

PeterJ
PeterJ  
5/30/2014 10:48:03 AM
User Rank Urban Legend
Re: The main problem of Cisco's IoE is Cisco
Well, certainly capacity is a big part of that, but I don't think it necessarily means that smaller companies can't be players - possibly in niche areas. I would compare it to telecommunications services, where there are the big guys and others who use/access infrastructure and can still be competitive.

PeterJ
PeterJ  
5/30/2014 10:44:44 AM
User Rank Urban Legend
Re: boxes
And just as an aside ....

It looks like Apple will be entering this space with an announcement next week at its annual WWDC related to "smart home" connectivity with its devices.

PeterJ
PeterJ  
5/30/2014 10:43:01 AM
User Rank Urban Legend
Re: boxes
Well, that's also part of the criticism about how financial analysts/markets can affect operating/strategic decisons. I would rather see a company reach beyond that - but certainly the pressure is there to meet expectations near term.

PeterJ
PeterJ  
5/30/2014 10:39:38 AM
User Rank Urban Legend
Re: Cisco Partnerships
Yes, Kim. I'm sure there's a measured, strategic approach to what the longer term vison is ... thesepartnerships will be the clue to that.

PeterJ
PeterJ  
5/30/2014 10:35:54 AM
User Rank Urban Legend
Re: boxes
Somtimes I start a new topic and you all have covered things further in already! That was my starting point as someone interested in Apple and who follows it almost daily from an investment perspective. I also remember in business school researching 3M Company - a conglomorate that makes thousands of products. But 3M created strategic business units, where innovation wasn't hindered by the size of the total company. In summary, my view is that it still can happen.

PeterJ
PeterJ  
5/30/2014 10:31:58 AM
User Rank Urban Legend
Re: The main problem of Cisco's IoE is Cisco
I think there is the threat of a bureaucracy there with their size, although the same has been said about Apple, Google, etc. Some successfully achieve innovation in spite of that - if they create the right conditions in the company.

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