What do partners need to be aware of in order to make the right global cloud network bet?
Stick to an open environment and avoid the vendor lock-in. If you write to Amazon, you are stuck with those APIs and it is basically like writing to the mainframe. So if you write to Amazon, it is like writing your app on a mainframe and you will be stuck there and you will have no way out.
Similarly, the Cisco world is a proprietary world so you are building around a proprietary environment. So if you want to control your world and control your environment, you need to stick to an open world where you have control over your own environment.