FierceTelecom: In addition to driving core and edge routing infrastructure, Cisco has built a large video network services arsenal with the acquisition of the former SA, TANDBERG and even consumer-oriented companies like Flip. Do you see video as a major driver of growth for Cisco?
Ahuja: We fundamentally believe video is a transition and a disruptor that's occurring in the industry. Why? The one thing that's been missing in the data and voice world is the human touch that you get by seeing someone. Video is big frontier and be very critical. What you see Cisco moving aggressively into is video assets whether it's organically to handle video in the network, or our acquisition of Scientific Atlanta or FLIP, which is not just a device, but how do you share those videos and Tandberg for business video?
All of those things are very critical and the video architecture that's driven across the network. Video is one of those services that have even more stringent requirements from the network than voice did. We think video will be critical for the network and the architecture and for operators to make money on whether it's from entertainment or business experiences that get created.
FierceTelecom: When you're out in the field, are you seeing the carrier community asking you for more capabilities to support these initiatives?
Ahuja: When the carriers came to us 10 years ago, the question was what your core or edge router is like? Or is your router better than the other guy's? While there are many that still do that a lot of the discussions today are around how can you help me make me save money or make money? A lot of our market adjacencies we're going into that you mentioned is about is about helping deliver those experiences through the service providers to the end users.
As we do that it's all about the service provider making money and using innovation and technology we have to drive that at an architecture level and help them save money as well. More of the conversation is around the business side-and clearly technology is a part of that--but at the technology level it's about the architecture glues things together versus piece part components.