How long will SD-WAN and traditional routers will coexist?
In the WAN space, technologies last for a long time. It's not going to be that routers disappear tomorrow or that MPLS revenue is going to go down. That makes for good stories, but there's going to be a fair amount of time for infrastructure to change out. We're talking about a fundamental shift taking a piece of hardware that's been locked on the premises of the enterprise for years. It's been upgraded, new releases have come in, people have been trained. Now, we're saying forget that, move it into a service that is running virtually from the cloud. You're changing something that is a physical product into a virtual service. That's a two-pronged change. Along with that is all the change that is going on within the companies themselves. People change, training changes, and usually that takes a period of time. The move inexorable. It's not going at any slower than any of the other technologies moving to the cloud, whether it's compute moving to the cloud, or applications moving to the cloud or storage moving to the cloud, networking is happening at at least the same pace as those others have happened.