Based on a few articles and blogs it looks like Cisco is going to start tredding into Microsoft’s territory a bit. Granted Microsoft Exchange is a well established product and it is unlikely that anyone is going to displace it easily but Cisco has a habit of taking over industries that it sees as available (i.e. VoIP).
As much as Cisco and Microsoft usually play in different sand boxes Cisco seems to think that Microsoft’s sand box needs to be a little bit smaller. It likely wont affect the market for a while but it should be interesting to watch this unfold.
Information Week – Cisco Buys PostPath, Targets MS Exchange
Gigaom – Why Cisco Bought Mail Startup PostPath for $215M