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Though software-defined networking (SDN) will "shift some value to software," there will...

Though software-defined networking (SDN) will "shift some value to software," there will still be "hardware innovation, especially in network elements where performance, latency and resiliency matter," argues UBS in a defense of Cisco (CSCO). The firm also sees incumbent hardware vendors maintaining some software value-add - Cisco is moving aggressively here, but there's plenty of competition - and (in the wake of Oracle/Acme Packet and VMware/Nicira) predicts a pickup in "cross-sector M&A" in the networking space. (FBR)
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