Amazon Web Services has denied publicly and privately to Cisco that it is targeting Cisco’s bread-and-butter network switching market after a report emerged a few days ago claiming AWS was intending to do just that.
A report in The Information last Friday said AWS was preparing to enter the network switching market, using off-brand “white box” products powered by open-source software. The news quickly made the rounds on Monday, when everyone started paying attention (including me), and the result was a big hit to Cisco’s stock.