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3/10/2010
08:15 PM
Bob Evans
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Global CIO: Apple, IBM, & Oracle Get Turbocharged By Cisco

Cisco's Internet-acceleration plan means big opportunities for 14 key vendors. But more important, what's it mean for you?

Chaos theory holds that a butterfly flapping its wings in China will affect the weather in America. I couldn't vouch for that, but I do know that Cisco's blazing new Internet-accelerating router is going to create some chaos among middling and small IT vendors while opening up massive new opportunities for about a dozen companies led by Apple, IBM, Oracle, Google, EMC, Polycom and others.

Because speed kills. So it's going to be very important whether you're the killer or the killee—and Cisco's new CRS-3 is going to help determine those teams. And this column's going to give you a list of 14 companies that are on the killer side and should be very grateful to Cisco for coming out with this evolution-accelerator because it's going to give them huge new opportunities to deliver greater growth-oriented value to you.

And, of course, that's where you come in: what are you going to do with all the new speed, and the advanced capabilities that go along with it? How will you weave that potential into new business plans, new IT strategies, new ideas for top customers, and new ways to spend fewer IT dollars running what's inside your company so that you can spend more of those dollars pursuing customers and prospects?

The core list comes from asset manager and blogger James Altucher, who yesterday posted a blog entry called 8 Companies That Will Benefit From Cisco's 'Internet 2.0' Initiative.

(You can also gain some great perspective on Cisco's new plan from my colleague Alex Wolfe's blog post Cisco Boosts Bandwidth Play With CRS-3 Intro.)

On top of Altucher's 8, I've added six of my own. And while Altucher's blog was aimed at investors, my point with this expanded list is to highlight companies that are likely to move to the top of the strategic-partner list that will let you develop new business models and outpace your competitors.

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So here are the Alutcher 8—I've pulled out some brief excerpts, but I encourage you to read his entire piece to get the full context of his strategic analyses:

Amazon: While a faster book-buying experience will be nice, the big jolt here is for Amazon's back-end cloud-computing business. Says Altucher: "Because all data/video/media is instants away from your computing device via the Internet, there will be less need for desktop storage and more need for cloud computing and applications."

Apple: "The iPad might become their primary business, with the iTunes store being a much more friendly way to get all things media . . . ."

Netflix: ". . . you can download all your movies within minutes. NFLX might be the biggest initial beneficiary of CSCO's new router."

EMC: " Someone has to store all of this multimedia . . . . "

STEC: "The STEC Zeus solid state drives that EMC uses are about 40x faster than alternatives."

Read on for three more from Altucher:

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