Cloud-based CDNs from network service providers are already emerging; for example, AT&Ts managed cloud for Blizzard Entertainment to meet the stringent performance expectations of gamers playing World of Warcraft. While not yet vetted with web-based content providers, the proposal is that they will shift from building their own computing networks to using CDNs based on the NSPs managed clouds with Ciscos infrastructure equipment.
Ciscos VNI provides the foundation for its network vision and roadmap
Cisco has a history of making the right calls and steering market opinion, both of which are key credentials for gaining customer mindshare. It may not always have the best-of-breed NSP products and is certainly not a price leader, but its market vision and roadmaps are hard to beat. Service providers have long-term expectations for their capex investments, so they value vendors that are good strategists. With an increasingly crowded service provider IP routing market, Cisco hopes its vision will provide a competitive edge. And, as a rising tide raises all ships, Ciscos IP router competitors (Juniper, Alcatel-Lucent, Huawei, Tellabs, Ericsson, ZTE, etc.) havent disputed Ciscos past VNI forecasts, nor do we expect they will now.
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