Monday, July 29, 2013

F5: SPs Love the Idea of A single Chassis for DPI, Policy Enforcement, NAT, Steering ..

John McAdam [pictured], CEO, F5, addressed the vendor's DPI/policy enforcement product (see "F5 PEM Has DPI - Made by Qosmos" - here and "F5 Announces DPI; 320Gbps/Chassis" - here) in the company recent earning call:
  • We have enjoyed great success in increasing the addressable market for our solution portfolio, especially in the security and service provider markets, with products like our Advanced Firewall Manager and the BIG-IP Carrier-Grade NAT and policy enforcement modules, and we will continue to expand and enhance the functionality of all these modules.
  • And meanwhile, in between, when we talk to service providers about our strategy of consolidation, where we talk about being able to do policy enforcement management, DPI, Carrier-Grade NAT, traffic steering, a whole range of areas where they have separate boxes right now to do these functions, if we can do them within the same chassis or within the same appliance, they'll love that strategy. So I think Manny's 18 months is probably spot on. But meanwhile, the consolidation approach we have is very attractive to them.
See "F5 Networks, Inc. (FFIV) Management Discusses Q3 2013 Results - Earnings Call Transcript", By SeekingAlpha, - here.

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