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Cisco Software-Cloud Shift May Be Working

A new Morgan Stanley CIO Report is out with a revised list of digitalization winners and losers.The shift to the cloud is increasing and creating a painful new reality for traditional IT vendors, except perhaps Cisco (CSCO). Check it out here.

From Becky Peterson, Business Insider, July 1, 2017:

As more and more companies transition to the cloud, Oracle and IBM may find themselves in a fight for the bottom.

The two...