The second is Cisco Systems. The two companies are like Amtraks on a collision course. Cisco makes software for networking, and wants to make tools for content. Microsoft makes tools for content and wants to make software for networking. The key is the software.
Cisco makes bullet-proof software for telling packets where to go and how to get there.
Increasingly though, they're moving into telling computers what kinds of packets to serve and how. They are a software vendor. The hardware platform is moving towards them. The web is the next step. At the same time they're really keen on moving towards routing and switching and subnetting because they have to in order to be a complete solution.