Extensive WSJ article on the Cisco shift
But that has been changing in recent years. The maturing tech industry has set giant companies on a collision course, as once-disparate technologies take on new capabilities in a "convergence" of computers, software and networking. With the recession expected to shrink sales across the industry, tech companies are turning on each other in their search for growth.
Since Cisco's core networking markets began slowing in 2005, it has taken on the likes of H-P, Microsoft Corp. and International Business Machines Corp. It is also picking new fights as it expands into home electronics and entertainment systems for sports stadiums.