CNET News Daily Podcast: Understanding Cisco's roll of the dice

So much for "coopetition." Cisco'a John Chambers decided it's time to go to the mattresses and take on erstwhile partners for a bigger piece of the IT market. Analyst Jon Oltsik explains what's behind the bold move.

by Charles Cooper

March 16, 2009 12:50 PM PDT Follow @coopeydoop

With about $30 billion in cash to spend, John Chambers is not in any mood to walk on eggshells. And so it is that with Monday's bold announcement to offer its own server hardware, Cisco's CEO is taking on Hewlett-Packard and IBM, among others. Enterprise Strategy Group analyst Jon Oltsik puts the news in perspective.
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