Now, once that occurs, all of a sudden you can program to any [part] of that, and you can bring services or tie into revenue generation, from months to minutes. When you sit in front of an AT&T, or a JPMorgan Chase, or a Walmart, or a Deutsche Telekom, you're able to talk about transforming your business. When you have those discussions your share-of-wallet goes up dramatically.
Remember, John, when you and I first started talking about architectures, nobody in the industry believed them. Now people appear to get it. Now with 18 product families where we're the one or two [in market share], no one has even come close to that in history, and we're talking from the data center all the way down to security. If we combine those well architecturally, we are two to three years ahead of our nearest competitor on how you use ASICs and silicon to go after this. This ends up being the architectural play to solve the business solutions, which I now firmly believe it will be. Before I believed it, but there were fair critics, and you have to listen to your critics, because they always have moments of truth. Now I'm very comfortable that we would take the capability that concept-wise SDN and NFV [network functions virtualization] and the cloud want to bring to life, and we'll bring it to life in a way that no one else can.
The next element is, are we able to accelerate our customers not only with technology implementation of that but the business solution? This is where you're going to see us move into consultancy much more with our partners, and move much more into an independent development community in terms of getting solutions on that.
Nobody wants SDN or NFV, or even cloud. What they want is how quickly can it increase my revenues? How quickly can I bring up new services? How do I gain competitive advantage with innovation? With the architectural approach that encompasses this, we're now talking about speed of delivery that is by a factor of 100-fold faster vs. before, and agnostic. We're not going to do it based on a [single] hypervisor or an operating system that is proprietary, etc.
Think of the Internet in four stages. Stage one was purely connectivity, e-mail, the techies talking back and forth. Stage two was e-commerce, and we rode that horse. We moved from a router company to probably one of the foremost thinkers of where the environment was going, spoke all over the world on it through the '90s to 2000 with a revenue increase that very few companies have seen in history. The third phase was around social, cloud, video. We did OK in it but not with the same transportability to solving the customers' needs. [Fourth,] around the Internet of Everything, this complete architecture of the cloud and the data center coming together, all about how do you increase the customers' revenues and drive their productivity, change the way they interface to their customers, and the new business models? To do that with technology and [with] business partnerships and consulting is the transition we intend to make. If we do that, we will become the No.1 IT company, in my opinion.
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