SD-WAN itself is vendor locked in. At one point, Cisco should make it open so that if we have multiple mergers and acquisitions happening, it's easier to consolidate. Right now, if we are running Cisco, and the other organization in an acquisition scenario is deploying some other competitive vendor, the communication, the manageability of running two separate ESD instances, becomes a burden that falls back on us, especially the network administrators. It's better to consolidate and come up with better products, especially targeting AWS as their underlying transport. Traditionally, what Cisco has done, is they have always considered internet gateways or links and the MPLS links as their transport technology. In some devices, they have also used ELTs. Now, since we have 5G in place, they could look at private 5G ELTs, and they could expand that line, again, particularly in the ESD space since AWS has recently released their own SD instance where they are allowing their customers to backhaul. With SD-WAN being a very custom solution and a vendor-specific solution, we would end up having multiple software-defined instances where one is running in Cisco, and one you are running with AWS, and then again tomorrow, another SaaS-based player or a similar player will come up with something else. For example, when two organizations merge with each other, there is likely a scenario where organization X is running (for example) Juniper, and the other organization is running Cisco. The administrators would end up having to separate ESD controllers. You do not have a single ESD controller that is open in nature, where you can manage Cisco and Juniper devices. That is a concern. So if the controllers were made open, with compatibility between the vendors, that would be a very good thing for the industry overall. As a market leader, they are better positioned to go ahead and make that kind of change. If you look at the history of Cisco, before MPLS came into the game, it was Cisco, Juniper, and a few other vendors who came together and created a very good protocol. We need them to start focusing on the SD-WAN compatibility with other environments and not being so vendor locked with Cisco environments. They should get better controllers that can especially talk with AWS and Azure. Right now, I have taken a subscription with AWS Project Gateway. I will have to place a Cisco CSR image if I want to make it a true SD-WAN solution. Instead of using a separate image, if they could make the Cisco's controller open or a transit gateway solution, that would be ideal.
