Cisco has been satisfied with the status quo. Whatever happened to the "Internet of Everything" campaign? Cisco found out that it is impossible to function in IoT, not IoE, without involving partners, who are expected to take deep discounts.

I've cross functionally worked with Rowan's team for years and we Cisxo has not innovate much. In fact, look at Cisco's stock for the past 10-15 years. Straight line average shows a lack of innovation.