The last 18 months have seen several changes in the networking market. Just in the last year or so, we’ve seen rapid consolidation in the industry: Silver Peak (acquired by HPE), CloudGenix (SDWAN, acquired by Palo Alto Networks), Cumulus (Top of Rack Switching, acquired by NVIDIA), Metaswitch (Networking software, acquired by Microsoft), Affirmed (Telco software, acquired by Microsoft).