But look at the announcements from like Cisco and Arista over the last two years. Almost all of them are around price. Which, to me, is a sign of a healthy market. And I don't think there's any need to predict who will win. Let's see what happens. Here's the one prediction I will make: Networks are going to be much simpler and cheaper in the future.
NW: Awfully hard to lever out that installed base.
MC: The power of incumbency is unbelievable. And it's not just that people have invested money in something. It's the channel which is used to carrying the products and has those relationships. It's the people that are trained on those products. There's just so much there. It's amazing to me we've made as much progress as we have. But our pace is accelerating.
NW: What's up next on the security front. Do you just keep adding services?MC: There's pretty much all of networking and security to redo in ways that give you global views and let you apply big data analytics and take advantage of all this context. There's so much stuff to do. But the real job now is focusing on scaling the business. That's why I'm in this role. This is profoundly non-technical stuff, actually.
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