3 Unconventional Ways to Play Cloud Computing

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Unlike the prevailing market sentiment, we don't think that public cloud adoption is going to kill the demand for networking vendors. In fact, we believe the shift to the public cloud is oversimplified and expect networking firms to pivot their strategic wares to use the cloud as a sturdy growth catalyst. In our view, the hybrid cloud, where enterprises will combine on-premises and cloud infrastructure for workloads, will be the norm. Indeed, networking technology may be undergoing its most radical change since the advent of the Internet. Data is proliferating at an incredible rate, with increased connectivity requirements and distributed networking ecosystems. The solutions enabling faster, higher-quality transmission of services to users and devices anywhere at any time are in the early stages of disruption. From the data center to wireless...