view video transcript
I got my start in the industry being the only guy in North American who'd done an Apple talk wide area network and they asked me to come work at NASA. Then it was Banyan VINES and IPX and all these other things until we eventually all sort of standardized around IP and figured out the differentiation at the protocol level, at the underlying transport protocols, wasn't necessarily a big differentiator. It needed to happen up in the 437.
I think we had to solve a lot of problems in those protocols in order for that to occur, had to combine the best of all the pieces, but we've had a relatively nice little renaissance here for the last 20 years of. Now we can innovate on that sort of common platform, like Europeans did, on 3G and SMS. That's going to change again now, they have all of these proprietary protocols. They're going to find their way in from IoT. There are a number of competing standards. That's a good thing about standards is there's so many to choose from. There's a number of competing standards for which is going to be the transport protocol for IoT, presuming that it's not going to be all the things we've already built for IP telephony and mainframes and everything that came before it that also had proprietary protocols that needed to be tunneled and they were latency sensitive and that'll happen and it's inevitable and there'll be winners and losers and the market will just float with their dollars. It just takes time. Every vendor wants to get a monopoly around that.