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Clash Of The SD-WAN Titans: CloudGenix CEO On 'Ripping And Replacing' Cisco Routers With SD-WAN, VMware's 'Big Challenge' And 300 Percent Growth

"In the enterprise space, Cisco has a large installed base. We go in and completely eliminate the need for a Cisco hardware router," said CloudGenix CEO Kumar Ramachandran.

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How do you view VMware's acquisition of your SD-WAN competitor VeloCloud?

VeloCloud is very well known in the SMB space and have some service providers. If I'm VMware, the reason they acquired VeloCloud was, when customers make their transition to the cloud, you kind of no longer do VMware as a hypervisor. In the cloud, most customers are using Azure, AWS or Google compute, some combination of Xen or KVM – but it's not VMware. VMware's big challenge as a company is, 'How do I keep the hypervisor relevant when customers are migrating to the cloud?' If you're VMware, you have to try to wrestle it back. So they're trying to add more functionality to their hypervisor to try to see if they can pull back customers from AWS, Google compute, from Azure. That's the journey they have to be on. So service provider and SMB is where the VeloCloud product was built on.

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