Media CoverageFebruary 22, 2022
“But it would leave Cisco potentially vulnerable. To whom? Juniper, obviously, but also DriveNets, both companies I talked about in a blog last week in connection with new-network competition. If DriveNets is indeed winning most of the deals where operators are looking for a shift away from at least the traditional router vendors, then it might well be able to do even better and with a broader swathe of operators, if it had aggressive new-network positioning.”
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