Now, that may be just industry indigestion, but it may also be due to competitive reasons. Yes, mostly princes, great princes. If I had to pick, the metro market appears that it will have more software content, due to the provisioning issues that we just talked about. But in the long-haul market it is just not obvious where software content manifests itself. This has been one of my favorite debates over the past 10 years.
Cisco is a gorilla in enterprise routing, and it became a king in enterprise switching.
Routing is a gorilla game and switching is a royalty game, for reasons that are explained in the book. This is something that does not happen very often because those markets are somewhat unstable. They were a gorilla in enterprise routing, and you could argue that Cisco became a gorilla in the carrier router market because it was adjacent to the enterprise market, and because theirs was the only product that worked. But generally it is much harder to become a gorilla in carrier markets. Consider the fact that their position is under assault by Juniper, and if Cisco was exercising gorilla power, then there is no way there should be a Juniper.