Samir Malik1:50
So first, thanks for inviting me on this and talking about my survey. We did the survey all over the world, including the North America region, APAC, European, and different parts of the world. And mostly the people who covered are actually taking decisions that either they go for disaggregation or not. That's very important. And as per my research analysis and survey, it was very interesting to find that around 80 percent, approximately 80, are looking forward to go for this disaggregation. I mean, you believe it or not, but that's the dream for everyone. But the interesting part is, among 80 percent, 18 percent are only for the tier one, the big one service providers. The rest all are the medium size or the normal service providers. I mean, I cannot consider them the big one. And you can see that their urge of going disaggregation, right? And the next question in my survey, in my research, I asked them that what is the motivation? I mean, everybody knows that the freedom of choice is the biggest motivation for them, right? But another thing that comes up is the perfect competition, or they said there is a very limited competition in system one, or I mean, the tier one system vendors, right? So we need to make it more bigger. That's the biggest motivation for them, so we can have an equal opportunity to choose whatever we need and we can control more better roadmaps in terms of technology. So that's the biggest motivation for them. And another question is about, I mean, what about the security and reliability for the DCSGs? That's very important, right? Because people think that maybe the disaggregated vendors, they don't have that capability. So to overcome that, when they said that, I mean, around 48 percent, they believe that we have no issue with the reliability and the security of the boxes. And that's a big number. I mean, you can imagine disaggregation is not very good, still is a new baby in the industry, right? As far as the research is concerned, and still people are very much satisfied in implementing that one. So I mean, overall, I mean, I cannot, we have a limited time, but I can say that overall disaggregation having a great future. The only shortcoming that I can see, I mean, as an analyst, is about the operational complexity. That how much the disaggregated vendors, including the software, the hardware, the system integrator, they can solve the operational complexities. Because CTOs are much concerned if there is any problem in network, who is going to solve it? Where is a single point of blame or single point of claim for them to find out the issue? So that's around my mind. That's not wrong. I think 44 percent people, they're still complaining that the operational complexity, how we can solve it. And I think the beauty of the tip today and with the panelists today, they're more better talking about traffic engineering and reliability issue for that one, right?