What is Cisco up to? Up your stack

Cisco announced the other day that they were buying Jabber.  Jabber of course makes instant messaging and chat software.  In and of itself this acquisition is simple enough, but when you look at some of the recent Cisco acquisitions you start to get the feeling that there is more here than just more network gear.  Over the last two years Cisco has made several acquisitions in the social networking, web conferencing, email and now chat/messaging. I think this points to Cisco moving up the stack from pure network or even intelligent networking.  They clearly are moving into applications. I think...