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Posted by Ellen Daley on February 25, 2010
Corporate network bandwidth requirements are exploding; buyers tell us their needs are growing by 30-60% a year – and video is the culprit.
And while network managers can clamp down on employees’ watching YouTube to regain some bandwidth, real, productive business usage of video is growing too – virtual meetings, internal training, even customer visits via videoconferencing from desktop to HD room settings. (Check out Principal Analyst’s Henry Dewing’s "A Picture is worth a 1000 words: Biz Video Growth").
Which vendors win as VC adoption soars – a slam dunk for Cisco+Tandberg? Not so fast. We recently spent a day with Polycom which is spearheading an ‘open-collaboration’ ecosystem, being smart about partnering with everyone who is not Cisco, and executing on a holistic strategy across product innovation, distribution, and services – backed up with investment.
We expect that the videoconferencing market will quickly boil down to Polycom +Everyone vs. Cisco. And Polycom’s partner strategy brings some quick advantages. Its approach:
This strategy is promising, but as always, the devil’s in the execution details:
We think Polycom and its allies will have a fighting chance. What’s your take?
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