The continued march to cloud based services that connect to appliance-like devices now includes a full spectrum of options including private clouds, public clouds, edge clouds and blended clouds. This move to cloud capabilities is transforming business models and operating approaches. It is also having a direct impact on server sales globally.
Regarding security, we continue to believe that when security is engineered into your solution, cloud computing is a much more secure approach. There are issues, of course, with multi-tenancy, availability, confidentiality of data. There are also issues of requiring assurance of path to capability and a need to be able to apply more rules to every gate at line rate with no delay (for more see Centripetal Networks).