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Cisco’s War Cry Against Microsoft

Posted on Tuesday, Mar 20th 2007

Last week’s acquisition of Webex by Networking giant Cisco is a clear war cry against Microsoft.
What battlefield will this war be fought on?

My take is, Collaboration will become the battlefield for these two titans’ epic battle. I have already written about this last week.

Now, I want to add to the theme by exploring companies that Cisco needs to acquire to complete the Webex offering, and really make this a substantive competition.

To Webex’s Online Meeting and Conferencing capabilities, Cisco needs to add the other Collaborative functions: Shared Workspace, and Project Management being two key ones.

Microsoft’s Sharepoint offering is very strong in the former category. Others who have such offerings include the eRoom capability from EMC, via their Documentum acquisition. On the latter, project management, I have just covered a small company called eProject, that is going to start raising money in short order. If I were Cisco, I would acquire this one before they raise more money and make the deal unnecessarily more expensive. This would position them to go against Microsoft Projects, a widely used application that will need a lot of energy and commitment to budge.

What else? Well, the Tribe (Social Networking) and Five Across (Social Media Content Management) acquisitions have already brought under their umbrella capabilities for building ad-hoc communities within project groups, customer focus groups, etc., which need to be integrated into the collaboration suite.

Overall, I am thrilled by the direction Cisco could take by assembling these pieces, and finally, realizing the level of computer – telephony integration that would make the online collaboration dream a reality. Microsoft hasn’t been successful. I’d like to give Cisco a chance.

And as that dream takes shape, the company that I hope would start loosening its grip on business travelers’ weary bodies and frustrated psyches, is United Airlines. The less that is said about this clueless giant, the better. I would like to see a meaningful drop in airline company revenues due to business travel, and some of that revenue being picked up by the online collaboration vendors, and the rest passed on to enterprises as savings.

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[…] today. It dovetails the recent eProject discussion, as yet another essential element of the online collaboration suite, one of my key interest areas for Enterprise 3.0. My conversation partner here is Charles […]

Sramana Mitra on Strategy » Blog Archive » Expertise Location (Part 1) Monday, March 26, 2007 at 9:22 AM PT

[…] spent $4.2 billion on acquisitions in fiscal 2007 including Webex (for 3 billion in March) and security appliance vendor IronPort ($718 million in January 2007). Read my post on the Webex […]

Cisco Trading near 52-week lows - Sramana Mitra on Strategy Monday, January 21, 2008 at 11:15 AM PT