Polycom: ". . . the leader in video conferencing. A faster Internet will benefit all video conference companies ."
Google: "YouTube will become higher quality and faster."
And here are my six companies whose fortunes will be boosted by Cisco's big breakthrough:
IBM: Think of all that new information, new data, and new video, and then all of the new mobile connections moving all those digits incessantly around the globe. How will businesses find the meaningful patterns in those torrents? IBM's aggressive and industry-leading efforts to position itself as the go-to company for predictive analytics will place it in an ideal position to help companies handle these enormous new volumes of digital bombardments.
SAS: While business analytics is one of IBM's many businesses, it is in large measure the one and only business for SAS, which recently topped $2 billion in annual revenue. Expect to see SAS battle IBM fiercely for the opportunity to make sense out of all that Cisco CRS-3-accelerated data.
Microsoft: While it's playing a bit of catchup versus Amazon, Microsoft has recently made an unequivocal commitment to being a world leader in cloud-computing infrastructure and will do everything within its extensive power to ensure it gets a wide-open shot at the cloud-computing opportunities Altucher outlines above for Amazon.
RIM: The enterprise Blackberry's already massively valuable to the flow of corporate information and will only become more so with the anticipted flood of more information and the capability to unleash all of that over mobile networks. Blackberry might never have tried to be nearly so cool as the iPhone but this opportunity will make it even more valuable as, well, a corporate tool.
Oracle: Larry Ellison's databases and optimized systems put Oracle in a great spot to become a sweet beneficiary of the jacked-up Internet promised by Cisco's new technology. From BI to the Exadata Database Machine to exploiting the full range of Sun's storage and server hardware, Oracle and its new Sun assets will become more capable and more valuable because of the turbocharged Internet.
Wal-Mart: This one's my wild card. For a few years, Wal-Mart has hosted closed-circuit concerts in its stores, with customers able to view performers on the banks of TVs in Wal-Mart's electronics section. What if Wal-Mart can uncouple the physical presence in the store from that type of entertainment experience? That and many other opportunities will be exploited—rapidly, aggressively, and innovatively—by one of the world's most productive logistics operations.
So there are 14 companies that'll soar with the arrival of an accelerated Internet. What will those new capabilities mean to you? How can you leverage those new possibilities? What do you need to do to become one of the new wave of Cisco beneficiaries?
Because, as Altucher puts it in his blog, "I buy into the hype. I do think CSCO’s CSR-3 will change the Internet."
Are you ready to take full advantage?
Bob Evans is senior VP and director of
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