"We've seen really solid growth the last two quarters which we think is going to extend into this quarter," Randall says, even though Dell'Oro notes otherwise. "And then we have a direct sales approach of taking our VENA architecture and selling that in the campus. We're seeing our business pick up.
"Do we have a brand?" he asks. "We let it get stale, but now is an opportunity to refresh. So we're kind of in a unique position here, I'm kind of excited about it."
On the competitive front, Randall says Avaya has a better end-to-end story than Extreme Networks; a more holistic story than Brocade, which he says is fixated on the data center; a better solution story than HP, which he says sells individual boxes based on low price; and a tighter enterprise focus than Juniper, whose "DNA is in the service provider space."
"I'm looking at having a better delivery and a better product line" than the competition, Randall says. "The chips will fall where they may."
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