A lot of people are scratching their heads about the Pure Digital acquisition by Cisco. I did too, until I started thinking about it.
Cisco is all about putting more data through pipes. Period. The more data, the more need for two things. Routers and Switches.
This is all a continuation of Cisco being THE key player in the middle of the infrastructure game.
Video is about the fattest of user generated content, and the cheapest to produce next to still pictures. And with the rage being video on cell phones and faster networks, the content has to go through something and to something.
Next move. Buy a storage company. EMC comes to mind.