I don't think commodity hardware will fully replace all business of places like Cisco. For one, Cisco does have large contracts like the Chinese Government --

I don't think commodity hardware will fully replace all business of places like Cisco. For one, Cisco does have large contracts like the Chinese Government -- they helped build the "great firewall". I have no idea how this shakes out. But multiple companies in the traditional skew/license business are having to adjust (as others stated) to a different world.