[1]Routing protocols are a huge, huge lock in, and my personal experience with Cisco was very, very bad—they make Apple and Microsoft seem like Cherubim.
I don’t have experience with the back end infrastructure side and don’t doubt you assessment.
If you look at the Big Four on the retail front, it is fascinating (to me) to see how these players are and will adapt and adjust to the device convergence revolution that is underway.
Microsoft has XBL, games and Office; Apple sells a lot of music, but owns no content beyond software. It is a hardware company and a service provider; Google has Android, YouTube and whatever user-generated content, has its enormous investment published book scan project (all public domain and in copyright but out of print works books in North American libraries - which has had its legal issue resolved) but creates little proprietary content of its own. Sony has its PS3, fledgling PSN, and games but stands alone amongst the Big Four with a rich content library of music, television, movies (as well as games). It is also the player that has more than any other lost the plot.
I have a dream of a Sony Google affiliation with Sony running Android and making the best android phone/PSP mobile device (kill the Sony Ericsson mobile products boondoggle) Android is really Linux and Sony has experience with Linux in its PS2 and to a limited extent in PS3. Android as an operating system, is probably better than anything Sony ever came up with in-house. Sony’s software engineers could spend their time building easy-to-use and beautiful user experiences on top of the unified platform.
The biggest hurdle for such a scenario is Sony’s arrogance.
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