Juniper Networks Inc at Bank of America Global Technology Conference Transcript
I think we can start. Thanks so much. I'm going to repeat what I said in the session. Before the session we had that we have a primer that we wrote on switching and routing. In the primer, we dive deep into what is driving growth in switching and routing. We look at short term. We look at long-term drivers. We also try to address the question without answers, but to address the question, is the growth we're seeing today is temporary or is it sustainable? So please feel free to take a copy downstairs. I don't want to take the heavy report with me back to New York. But if you need a soft copy, just let me know.
So today, I'm hosting Ken Miller, CFO of Juniper.
What I like the discussion with Ken is that they can talk about technology as well, so I don't need to just talk about numbers.
Questions & Answers
And I wanted to speak about, first and foremost, the acceleration that we've seen in the last few quarters. The first question is, what is driving it? What's -- when you look at the product cycles and you
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