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March 20, 2007

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Thanks Michelle. Great response. Next questions. Why are the traditional switch vendors, Cisco, Foundry, Extreme, *not* adding security features to their switches? Is it just inertia? Some grand conspiracy? Lack of ability to innovate?

-R

Richard,
Great questions, and indeed we get them from our customers!

I think the big boys are adding security features, but ultimately, they're limited by the architecture of their products. The fixed nature of the hardware, the existing OS architecture, the limited flexible horsepower in the CPU - these all mean they can take only small steps and increment modestly.

To provide a leapfrog-level of innovation will take a radically new architecture. That's much easier for a startup to do, where innovation is your only goal and you have no baggage. It's a lot harder for a big vendor with an existing, earlier-gen architecture and a large installed base to mind. It basically takes you from a 5.0 level product, or whatever number you're at, back to a 1.0 level product, to rearchitect that fundamentally to get all the horsepower plus security smarts in there. So yes, inertia plays a role, but not from the standpoint of the big boys don't get it or don't have good ideas - it's just a big, big deal to re-do your architecture.

The onus is on us to make use of this window - where there's an acknowledged need and problem to solve and no good answer from the incumbents. We've won several edge switch upgrades already with our secure switch. We just have to make sure we continue to capitalize on this first-mover advantage.
--Michelle

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