See the Report
Last week, Cisco raised an objection to the Microsoft acquisition of Skype, saying it would hurt video conferencing interoperability -- even though, in this space, you could argue Cisco is not the poster child for interoperability. Coincidently, I met with the CEO of LifeSize last Thursday, and he saw this Microsoft acquisition as a huge opportunity. LifeSize is the poster child for video-conferencing interoperability.
This gives low-cost providers like LifeSize the potential to grow up to be the next Dell while companies like Cisco collapse and become the next Sun.