Both are investing heavily in IOT, both are benefiting from QNX. It's just a rumor but here are some facts:
Cisco announced a $4B R&D investment with the government of Ontario last December. They've been tweeting and promoting IOT as a $ 19Trillion market.
They're recently promoting advances in medical industry as well.
Re: $ 4B investment:
http://m.theglobeandmail.com/report-...service=mobile
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