The document discusses Cisco's opportunity to expand into the smart cities market in India. It notes that the Indian government plans to make over 100 cities smart by 2022, investing $1000 billion, with connectivity solutions expected to account for 20% of investments. This presents a $1200 billion market potential for Cisco in connectivity over the next 10-15 years as India transforms cities. However, competitors like ZTE and Ericsson have already partnered with some regional governments, so Cisco needs to act fast to capitalize on the opportunity.
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