Just the ASR 9000 selling into the datacenters like google will provide a large revenue increase. One study showed that one hyperscaler upgraded to custom 40G switches and would have been the third biggest switch vendor that year. The hypersale market is massive and the NP5 gets EZ into that market. These NP5 wins and revenue projections have never include Juniper or Alcatel. I for one never thought the NPS would win the edge router at ALU and Juniper was always only a possibility. The NPS will be targeting many other designs at these companies outside the edge routers.