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Wednesday, October 06, 2004Unanimous agreement that IBM is the best positioned vendor Upon reflection after day 2 procedings, key takeaways are:
1) Unanimous agreement that IBM is the best positioned vendor (except for Schwartz, of course)
2) Agreement that the stack as Moore lays it out makes sense, but also agreement that situation on the ground gets a lot more complex than a powerpoint slide.
3) Telcos are a wildcard in the landscape.
4) IBM and Cisco have an unspoken agreement to steer clear of each others turf.
An excellent coverage from Jeff - must read for all interested in global and IT business. |
|Sadagopan's Weblog on Emerging Technologies, Trends,Thoughts, Ideas & Cyberworld