Why would I say this when their offerings thus far have been somewhat lackluster? Easy, they have the room to stumble. As long as they hold onto their infrastructure dominance they’ll remain in the ultimate postion as far as security goes.
Ultimately, security is going to take place at dozens and hundreds of places in a corporate environment at the same time. The entity that controls the most of those is going to have the most potential for domaince. That entity, right now and for the forseeable future, is Cisco.