McCool: You're seeing a lot of moves in the marketplace based around the network. A lot of folks are focused on the company issues and who's getting in. But I think thematically, the issue is that everyone's saying that the network's going to be extremely relevant to the infrastructure challenge in enterprises and service providers. In a data center, the network continues to be about 15 percent of the power consumption and 15 percent of the spend. People are starting to get that, as workloads start to move across the network. Unless you understand that technology, and unless you can make it more uniform, you can't bring an important piece of the value proposition to the customer. So I'd set the whole thing in that context as opposed to this intergalactic, large-company kind of thing. There's an appreciation here that the network is more than just a single switch or a single component, that there's a richer portfolio -- not only portfolio of product, but portfolio of capability to solve a networking issue.

McCool: If you look back three or four years ago, people were focused on the power consumption of an individual thing -- a part, a product, a phone. People are starting to look at it from a more systems-oriented perspective, and often you can see that actually increasing the power of an individual device lets you reduce the power of the overall data center. You can look at higher-density and higher-capacity network equipment, but use less devices as a result. You can take multiple adapters, multiple connections to the network that may be lower power than a new adapter, but converge multiple of them on a single adapter. This is kind of the approach we're taking, is to let more happen with less devices that may individually have a little bit more power but radically change the footprint.