It all makes sense if you think as a user. If you look at the complete ecosystem, Cisco will position itself as a competitor to some of its customers like voice operators.
With pressure coming from HP/Dell/3Com/Juniper/... to beat Cisco, voice operators might be tempted to go with the competition.
Even Cisco itself was, for instance, a large DELL customer. The day DELL started its switches business, Cisco instantly denied all DELL orders and moved every new order to IBM.
Whether or not this will be globally positive to Cisco is yes, I think. I prefer to see Cisco selling some stuff to everyone, rather than selling a lot to some customers while being ignored by the rest of the world.
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