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Ouch! Phil lands on Cisco like a ton of bricks. He hears them Talk the talk but doubts Cisco can walk the walk. This is a very detailed analysis and indictment. Sounds to me that Cisco will sooner rather than later be out there shopping for Collaborative Web systems. Excerpt: Color me skeptical, but I feel the detail behind yesterday and today's Cisco Live event hasn't matched the aspirations set out in executive keynotes. I like the vision set out by CEO John Chambers of providing a technology infrastructure that (as Oliver Marks puts it) does a better job of connecting people. I'm highly supportive when CTO Padmasree Warrior looks ahead to a future fabric of 'intercloud' interoperability standards - ending lock-in by individual cloud providers - and talks about 'federation' between cloud and on-premise. But when I look at the map of where Cisco claims to play in the cloud, I'm struck by how feeble its tenure is at each level, from the underlying foundation all the way up to both Paas and SaaS, where WebEx is its undernourished poster child, as I'll discuss below.

These contrasting cross-currents are going to make 2011 a fascinating and turbulent year, one in which SaaS enters the tornado and mobile enters the bowling alley at the very same time as cloud trips over the chasm. I've decided to highlight six trends in enterprise computing for the coming year, but here's a seventh prediction: middle-of-the-road analysts and pundits will find it even harder than ever to make any sense of everything that's going on right now.