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Cisco ascends from edge business body software market

October 4, 2008

Cisco needs new fixed position to become software company, but in company efforts market, gu Ge and Microsoft already go ahead of the rest one pace. Cisco wants to serve as somewhat in this market, must redouble his efforts

On August 27, cisco announced to sign 215 million dollar to buy the agreement of PostPath. Tycoon of facilities of this network base is expanding side of business of commercial application software strode again one pace.

The PostPath that headquarters is located in California is an email that is based on Linux, calendar and network manage software provider in coordination. The most crucial is, it offers the email server that is based on Linux, can server of imitate Microsoft Exchange. Change and of character, cisco buys PostPath to be able to enter the already occupational market such as Microsoft, IBM and Gu Ge.

Of Cisco this is bought trade predict to be in 2009 money year season of the 4th money is finished. At the appointed time the company that PostPath company staff will join this headquarters to be located in California emperor carry on one’s shoulder to fill in is subordinate run software group in coordination. Current, this group includes the main post service department of Cisco. Wall street reacts quickly to this. That day afternoon, the stock of Cisco rose 33 cent, go up 1.4% , the newspaper closes at 24.44 dollars.

Microsoft respect is unwilling also give the impression of weakness, on August 29, they open up endowment 486 million dollar bought online network to investigate company Greenfield, aggrandizement is online business.

　 Ban Microsoft Windows

As we have learned, the mail server of PostPath is the same as system of all business affairs almost compatible, include malic computer and IPhone among them. Cisco hope is bought this sum let oneself one pace enters email market.

The lead company that regards facilities of base of a network as the industry, cisco also marchs in effort at the same time other business domain. For example, enter the market of commercial application software that has ordering selling through Internet. In function of afore-mentioned enterprise couplet net that buy agreement to make Cisco existing add email and calendar function newly, deepened Cisco to infiltrate the strategy of office software market.

JP Morgan Shanmu Wilson expresses the analyst of negotiable securities, of Cisco buy the competition that trades to make possibly business field serves in email between its and Microsoft to turn white-hot. Wilson is considering to put forward in the report, “This is bought traded another sign that very intense competition will have between Cisco and Microsoft. This indicates a Cisco and Microsoft also developed competition in another market. These two companies are mixed in unified communication before the VoIP of desktop video, network manages software and network conference tool, machine to carry the market such as an application software on the head to had been put in competition in coordination, be turn for email market again now. Be turn for email market again now..

Attentive personage discovers, when Cisco is undertaking publicity demonstrating, “Stop already completely almost use the personal computer that is based on Microsoft window operating system, and the Mac computer that chose malic company. ” observe the personage thinks, this perhaps is a when Cisco is determined to build blame Microsoft environment delicate expression.

　　 Change as software business

Afore-mentioned buying is another earmark in Cisco transition process nevertheless.

In August the first ten days of a month, cisco was released season of the 4th money reported 2008, money signs up for analyst of prep above wall street to anticipate. Cisco is hopeful forecast, still will maintain moderate growth henceforth. Cisco CEO Chambers is in statement say: “Very apparent, the market is in transition, we can use this paragraph of time to extend market share, march relevant market. March relevant market..

Chambers is alleged march relevant market, hope to become company of a software namely. If succeed, cisco will discover tremendous potential in data center market.

Make the wish of synergic king to come true, cisco is launching have a contest with the adversary such as Microsoft. Present problem is, with its adversary photograph is compared, cisco does not have software gene already, also do not have Web gene.

Then, cisco bought WebEx company, with deepening its network conference serves a function; Through buying Tribe.net, market of sortie socialization network; Bought Five Across, in order to strengthen its content level of management; At present, cisco is passed again buy PostPath, strengthen the function of mail server. Analytic personage thinks, cisco can be covered around WebEx development application, latter can offer cooperation to serve for measurement company. Provide network service, be located in network company surely, will make Cisco and Gu Ge and Microsoft serve straight face to compete. But go up in this arena, what Cisco does is far insufficient still.

　　 “The cloud is calculated ” look very beautiful

On the business that Cisco plans to add the application software of PostPath its to be based on a network, namely so called ” the cloud is calculated ” — software vendor tries to make all the time no matter commercial user is in He De to be able to use tool of its desktop operation personally. Such word, share the function such as the service through using conference of instant information, video or document, distributing to be able to finish working job in tandem in the employee of each district.

In recent years, salesforce.com of Microsoft, IBM, inscriptions on bones or tortoise shells of the Shang Dynasty, HP and business of service of online CRM software is in roll out energetically ” the cloud is calculated ” . Most industry public figure thinks, cloud computation represented the future of software to develop a tendency.

The United States invests a bank United States forest predicts, henceforth inside 5 years, the whole world ” the cloud is calculated ” market dimensions will be as high as 95 billion dollar. Although Microsoft already depended on its Office to hold absolutely dominant position in domain of traditional office software, but this company still should be made from the beginning in domain of cloud computation business. Microsoft is sought expand its in the dominant position of desktop software domain network domain, this also is it is in some earlier this year moment tries to buy Yahoo because of,move one of. Should buy a plan to end in order to fail nevertheless.

In business software market, microsoft is main participator, be in especially desktop software domain. But in Internet market, google is one branch alone beautiful. Relative to Google of Yu Wei soft, the advantage of Cisco depends on the close tie with network equipment, if Cisco a series of buying successful word, cisco can develop a series of software for core with WebEx, serve for greatly small client. In the competition with Gu Ge and Microsoft, if Cisco can appear with the part of indifferent player, can provide first-class network service, the opportunity of Cisco is met probably increasing.

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