So I just got back from SMB Nation and the 2 most prodominant types of vendors there there the Cloud vendors and a close second were edge security devices.
Kerio, Calyptix, and 4-5 others.
Strangely, the 3 most commonly used vendors - Sonicwall, Fortinet, Watchguard - were all absent - I think they are looking more up market.
With the ISA feature set as of right now (if all was complete), and the interface being where it is, you guys are still positioned slightly lower than the 3 most commonly used,
BUT I think the true differentiator and where Cisco could be UTTERLY DISRUPTIVE in this market is for you guys to undercut the living hell out of the "big 3" on their services.
And since you guys are now using services that you "own" you are able to do that and still make money. I think this would utterly shake up this market by providing your enterprise class services to SMBs at prices below all of these other guys that are either outsourcing their services or using a blended approach.
Otherwise the ISA is going to be a marked improvement over the SA, but there won't be any reason whatsoever for people (resellers or end users) to rip and replace the incumbant vendors that have more mature interfaces and a wider array of hardware options.
Active Directory integration is a BIG differentiator on the whole internet usage reporting as well - most of the "other guys" don't have that, but the ones that do have a big competitive advantage in that you know WHO is watching that porn video, rather than which IP it's coming from.
