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Overall, said Cisco's Lloyd, the renewed vigor and sense of focus will help the company be a better business partner for solution providers wrestling with new cloud and mobile models.
"There's this massive shift from client/server to this new mobile, consumer-oriented device -- a massive change in the market, and that creates opportunities," Lloyd said. "Applications are changing monolithic, heavy, every-three-to-five-year upgrades to a much more SaaS-based model. Think of the implications of moving to SaaS delivery. Mobility is exploding. Video is exploding, not only in consumer applications at home and in terms of our entertainment and social networks, but exploding in the enterprise. It really is hitting mainstream government and enterprise networks. And data center and private cloud. A year ago, we talked about private cloud and we saw so much energy in the transformational architecture. A year into this, it's just going faster."
Avnet, which added Cisco as a vendor partner in late 2009 and processed its first Cisco order in March 2010, sees Cisco as gaining traction in the data center because "they are aligned to an architectural proposition rather than a speed/feed dynamic," said Avnet's Adams.
"Cisco seems to be really focused, but they can go after it even faster," he said. "The market is ready, their partners and distributors are ready. We can handle it. So, I'm hoping to hear about new engagement programs that create and incentivize acceleration. They've got the strategy and the products."
"What's next?" said Lloyd. "Probably trying to tie those changes together and help our partners understand that after all, the network touches all of those changes. And if you sell an architecture, you expand wallet share, become more relevant with your customers and expand services. The network touches everything. We said that a year ago and that is absolutely true today. Our job in the next few years is to show how the network sits under all of these changes."