This is why Cisco acquires companies started by former Cisco employees on a regular basis that some folks have been acquired into Cisco 3 or 4 times in their careers!
Also, the competitive intelligence is not as useful as it may seem. Data for the sake of data isn't valuable. And when you figure out what they could turn it into, it doesn't seem like it would show much more than economic and market forces already show, even if CK got to scale.