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A lot of this seems like it's happening organically. Will you acquire in security too?
We're always looking. You're never going to get me to say we will or we won't acquire. If it makes sense to acquire rather than build, well, we're looking at technology, looking at other companies, looking at whether it's such a good fit we can use that channel and have synergy.
But you have the pieces you need?
No, not quite. If you look at another area we're interested in, device management and what's happening around BYOD, we're looking at that. We're doing some stuff internally.
Speaking of your acquisition strategy, you are branching out again. In February you bought Traffix and I understand the interest in Diameter-based signaling products for 3G, 4G/LTE and IMS traffic, but that's a space where it's fair to say a minority of your channel partners focus.
That's correct, that's really focused on the service provider space. Partners like an Ericsson, that type of partner. But having said that, our belief internally is that with the classification capability that comes along with the whole service provider space, [channel partners] do want to look at some of the service provider solutions. Maybe not Diameter, and I don't want to be too specific, but a lot of technology companies are interested n that whole ability to see what service providers are doing. That's how it's more in the general channel.
You've talked up what sounds like an across-the-board product refresh. What's coming?
The first piece we will be a classic product refresh, yes, where we add five times the performance and a significant price performance advantage. The whole appliance line will be refreshed, so almost by definition that becomes a growth driver. We're building an eight-slot VIPRION chassis, which we currently have in four slots.
And there are updates for TMOS?
Absolutely. Here's the way we think about the business at the moment. We think of the core application optimization business, we think of security and that being the next area of business for us, we think of service provider, which is specific in itself and the traffic management business, and the fourth area we think of is the whole area of the cloud and management. I know they're all intertwined, but we view them as fairly differentiated. What we're doing in the next release is in management versions across all the hypervisors -- more and more management over time to effectively orchestrate applications easily and build policies.
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