A few points interesting to me in this article:
1) Mobility will become increasing popular. At least what it means to us: Cisco employees are less limited to where they work.
2) Digital content related business will be booming, such as data center, media distribution/storage through internet etc. It is likely Cisco will acquire more companies in this arena. See the quote " But we haven't seen anything yet. While Yahoo... indexed many billions of Web pages, more pages are hidden behind corporate firewalls or in databases waiting to be indexed. By some estimates, this so-called "dark Web" is 500 times the size of the Internet as we know it.
3) A new revolution, or real revolution is being seen which is other than the one at early stage during 1998-2001. So maybe the 2nd wave of internet bubble is going on starting from now to 2010 or 2011. see the quote "Today we are seeing a new Internet-driven revolution, an entirely new level instant, complex collaboration across the global human network."
4) vedio technology will be the driver of this round of bubble. see the quote "Video-based technologies are driving this collaboration"
5) Anticipating the change of human networks. I can see the colaboration of technologies and people become increasingly complicated in the future. Just like cisco is emerging from a "box" company to a "solution" company. see the quote "Our task is to find ways to leverage these and future technologies across the human network to change for the better how we live. ". So cisco will buy more human networking companies or evolve toward this direction.
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