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TheStreet Open House

Cisco Chief's Consolidation Charter

Stocks in this article: CSCO ORCL AAPL GOOG IBM HPQ

LAS VEGAS ( TheStreet) -- Cisco (CSCO - Get Report) chief John Chambers sees the tech sector consolidating in the hands of fewer players, namely Oracle (ORCL - Get Report), IBM (IBM - Get Report) and Hewlett-Packard (HPQ - Get Report) -- and he promises that Cisco will be among those left standing.

Like others, Cisco's road to tech's elite status is paved with mergers. And Chambers says he has a blueprint that helps determine each move.

John Chambers
Cisco Systems chairman and CEO John Chambers

"Our play is on industry architecture, not consolidation. It's how everything ties together," said Chambers in an exclusive interview with TheStreet's James Rogers at last week's Consumer Electronics Show in Las Vegas.

Just as hammerers see everything as nails, networkers see everything as a connections. Chambers says routers lead to switches and switches lead to security, which leads to video, entertainment, cloud computing and data centers. And these connections spread across business systems and phone networks to any device with content, says Chambers.

"We are the only player that is playing that," says Chambers.

Outfits like Apple (AAPL - Get Report) and Google (GOOG) might take issue with that assertion, arguing that they are playing in the very same game. But Cisco, with Web tech equipment comprising its core, has defensible claims to being the provider of building blocks for a networked future.

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