Here's the response I received from a Cisco user about the Cisco ONE announcement:
"Cisco and Juniper have done it again. If Cisco does not move why should Juniper? The problem with the current Cisco/Juniper topology is the need for an intelligent network. Cisco/Juniper build independent switches and routers, no box is aware of another box, (just a bunch of switches, JBOS).
"To date Cisco and Juniper look at the problem as an overplayed software solution, (CiscoWorks) not as intelligent network managing itself in an organic way.
"With 10G and 40G over virtual services smart network gear working in a spine-leaf design is going to dominate.
"With Cloud and virtualization the need to have a very smart network is going to be a winner, Google gets it, Arista Networks gets it, Palo Alto gets it.
"Cisco is allowing the accounts to play the wait then change, or wait and retire business plan.
"How did that work for Motorola and RIM versus Apple?"
In my opinion, software defined networking (SDN) was Cisco's last chance to create wealth for Cisco's long suffering shareholders and now its blown that opportunity!
How so?
By not building a new type of network solution that does things differently as Plexxi's Mat Mathews point out in his blog post.
Instead Cisco has introduced the One Platform Kit (onePK) as a distraction, giving it more time to milk its huge customer base, allowing Chambers to retire before Cisco's shareholder wealth gets wiped out by a disruptive vendor.