The Road Ahead For IT, From A Venture Capitalist's View

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Can you give an example of this?

Historically, if you were using wireless, you were using it for failover, when the core network went down. For instance, in retailing, you can't operate the point-of-sale system if you don't have connectivity, so you can't process transactions. Retail has often used wireless for failover. What you're seeing is wireless has the potential to be used for primary, as opposed to in the server closet, with connectivity through cables down into the basement of the building, down into copper or optical network. Now, you no longer are running all of that wire and connectivity. And the reason why there's a play for the MSP in all of that is, it is a change that I think creates an entry point. But also, SD-WAN is just a fancy way of saying routing is now going to happen in the cloud. You used to have routers that were boxes, persistent somewhere in the network. When routing capabilities are being put in the cloud, the service provider, the channel guy, has the opportunity to manage, monitor, set protocols, charge a monthly fee as part of that whole process of serving the end customer. That's a much more significant use of wireless. And that's very good for the channel.