CNET News Daily Podcast: Understanding Cisco's roll of the dice

So much for "coopetition." Cisco'a John Chambers decided it's time to go to the mattresses and take on erstwhile partners for a bigger piece of the IT market. Analyst Jon Oltsik explains what's behind the bold move.

With about $30 billion in cash to spend, John Chambers is not in any mood to walk on eggshells. And so it is that with Monday's bold announcementto offer its own server hardware, Cisco's CEO is taking on Hewlett-Packard and IBM, among others. Enterprise Strategy Group analyst Jon Oltsik puts the news in perspective.
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Cisco serves up Unified Computing push

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