> They're not household names, but they have the expertise to fill the gap. I wouldn't worry about it. Ubiquiti, Mikrotik, etc These companies have nothing to

> They're not household names, but they have the expertise to fill the gap. I wouldn't worry about it. Ubiquiti, Mikrotik, etc These companies have nothing to do with the businesses that make Cisco its real money. Growth in compute is from the cloud companies. They can purchase switches from ODMs like Edge-Core, Quanta, and Celestica directly. At the end of the day, because switching has largely converged on the same merchant silicon (Broadcom Trident/Tomahawk now, perhaps Barefoot Tofino in the future), they end up with a similar product at a lower price point. Either these companies are big enough that they have their own switch operating systems or they license one. It's simply a different world than a few years ago.