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Of course this was inevitable.
@ geekhole; Dont be too hard on Basil. The industry is moving VERY fast! Standing behind "you need/ don't need" statement forever is unwise & possibly incompetent.
@Yarn; Agreed. Entirely predictable from Cisco. They were hardly likely to fall over backwards with there legs in the air, now where they?
Getting sucked into a numbers debate is futile nonsense. The only relevance is in relation to the actual network deployment, service mix & operational reqs. Everything else = Waste of time + mental masturbation.
The inter-connection point is accurate, but am disappointed that Luc Cueppens has given his usual treeline view. The inter-connect is very relevant because every single unit is essentially dead space or pure cost, In a data-centre anything that cannot either directly drive & demonstrably reduce cost is subject to intense scrutiny. (Space, power & support all been at a premium.)
Basil's comments about the past are also a straight diversion. This is not 2004. If your going to announce that you have a new "core" vehicle and story to the market place, then you need to be put under a spotlight. The volume of traffic that the next generation of core networks will have to enable is significantly different to any previous generation or challenge.
Interesting times.. ahead for Alu, Cisco, Juniper & Huawei. They are all that's left in this space, so the fireworks are certainly going to be entertaining! ;)