Do you think acquiring Viptela will enhance Cisco's SD-WAN strategy?
Viptela is technologically very similar to Cisco – a lot of the same 1990s technologies underpinning, but with a better orchestration facility that takes a lot of burden off the IT teams. It's a good play on their part. I still think It's confusing though. An integration at this really key time where the reliable proven solutions are going to start breaking out. It was necessary that Cisco made a move. It may not be a very successful outcome from there right now. At least that's our intent because we're going to show that we're going to be successful.
What about Cisco Meraki?
People don't talk about Meraki too much. I think it's an outstanding solution in terms of easy to use. The problem is, it's a limited solution in terms of flexibility, so that doesn't solve all their problems.