Hi Tim,
The point about "stack fallacy" or, to look at it another way, that ACI has full stack integration is correct. In the industry we also search for full stack engineers that are can understand the importance of policy driven automation up and down the full stack. To give you more insight into what DD is talking about and especially, what these new solutions involving application and cloud management that integrates with infrastructure automation take a look at my blog and check out the video with our ACI partners here: http://blogs.cisco.com/datacenter/aci-applications-spotlight-microsegmentation-and-new-application-partners

ACI's open southbound APIs enable virtual and fabric device configuration and management across and application lifecycle. ACI's open northbound APIs simplify operations and management of applications across their lifecycle. NB APIs also enable DevOps teams to enforce compliance and governance rules using the network in tight coupling with container and virtual machine management platforms. No fallacy here!

- Harry Petty