Looks like hw oriented groups in csco are all hard up and dying except enterprise sector where customers still willing to accept a complete nose to tail solution and service from oem
Big telcos and cloud titans are all busy undercutting the oems with open src sw, internal dev efforts, whitebox servers switches and routers even
https://www.businesswire.com/news/home/20180930005048/en/Edgecore-Networks-Introduces-Open-Routers-Service-Provider
Above we have a dense 100g x36 router using latest brcm jericho2 silicon and a wide choice of network OS ! Look ma no xr :(
In a decade csco may have a large enterprise business like hpe, lenovo, ibm, dell and a large patchwork of pure sw companies acquired over time
I guess chambers vision of csco transformation from network co to IT co is finally coming true :)
Any SP oriented group is going to get slaughtered in phases . With select few platforms invested abd rest sent to die in bangalore as usual