Our thinking has evolved since then. We do see a role for open source [being] key components in this. We've come to recognize -- that I did not recognize in August -- the role of the controller is to provide the same functionality across an entire environment. As such, we no longer think that would be done through open source. There are components of the solution that would be done in open source: for example, integration into OpenStack. Certainly, Open vSwitch will be done through open source. Certainly, the integration into the management systems of OpenStack will be done through open source. But we don't think the whole thing is going to go open source ... we don't think the whole controller is going to go open source.
Under your strategy, will hardware be relegated to fast, dumb forwarding?
We will provide customers with the flexibility of packaging. Many customers are going to want to purchase all of the four planes, or three of the four planes, within a single physical box. We will continue to provide that all self-contained in one unit. We are changing, though, and allowing them the flexibility to take the services and move them onto a rack of x86 servers and into the cloud. We see four delivery options. We don't care which option the customer chooses because the business model for software allows customers to transfer the license between devices as they choose. This is very much a business model that provides a great deal of flexibility for customers and provides them the ability to purchase software capacity based on what their usage needs really are. It is also a business model that we see providing us with tremendous growth of opportunity as a company in the software space. So no, these devices are not dumb; they're actually quite smart. There's quite a bit of flexibility, and it's good for customers and good for Juniper.
So whatever commoditization might happen on the hardware side you'll make up through additional software revenue?
We will see a shift of our revenue stream from being predominantly hardware -- almost entirely hardware-based -- to much more of a mixture of hardware and software.
Will it be predominantly software?
I'm a software guy so I might say yes, but that's a very long-term perspective. Not in the next five years, for sure.
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