They went back to a market that is not that cool but where the bar of entry is very high because real engineering is required: network equipment. On this market

They went back to a market that is not that cool but where the bar of entry is very high because real engineering is required: network equipment. On this market you deal with other companies, the prices of everything are very high, projects take a long time to implement and everything is more predictable. Sure there is some competition but nobody can hack something in a garage and compete with them.