Arista Networks Inc Analyst Day Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : I guess I just wanted to talk a bit more about your enterprise business or your enterprise wins and what you're seeing there, particularly as we think about what you mentioned as the land-and-expand motion. Are you getting these findings at the displaced incumbent completely over time? Or is the customer looking to use you as a second or alternate supplier in a lot of the cases? Just trying to think about what's your fair share when we think about enterprise data center. And in the long run about campus, what's a fair share for Arista, given that you've already kind of established yourselves as a leading player in cloud data centers? And just a quick second part, when you think about the $5 billion target, what's your vision of what campus looks like as part of that?

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Yes, and $5 billion (inaudible). Yes.