In reply to peter mckenzie.

Of course and that is the reality of things. Nothing will ever represent panacea or will work horizontally 100% in the tech industry with its broadness, complexity, scale and diversity. During every market transition, there will be dominant players, but there will be always room for disruptors that will cause yet another transition etc etc.

I think we are at the midst of a great transformation within Cisco, transitioning the "Cloud conversation" from IaaS to PaaS, from VMs to containers and from cloud infrastructure to ANY cloud, anywhere.