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Re: Cisco CEO: Service providers will continue to upgrade....
That's really the distinction that was being highlighted in the talk. No company would fund investment in infrastructure, at a loss, for years, only to face the prospect of having to rebuild that infrastructure shortly after they start making money off it. An infrastructure needs to reach the break-even point relatively early in its useful life, and then continue operating, with only maintenance applied to it, until it has provided a substantial return on its original investment. |
