Cloud Vertical
Interesting results will be to see what Arista announces with their results since they are primarily a clodud vertical player in switching and routing. If they continue to post increasing sales, would say that they are taking it out of both Juniper and Cisco's share. And hate to burst Uberseehandel bubble, but the cloud players do not deploy branch security appliances... Dont know where you came to conclusion that cloud verticals problem was branch routing box. Service providers to that one, not cloud providers..
Biting the hand that feeds IT
