Sticking with the basics works - especially during bubbles

I've always admired Arista - they know what they want to do, and they have a bit of a relentless focus on accomplishing it.

The idea is very simple — as we start to depend on cloud-based applications and services for our computing needs — you know, from trading stocks to business analytics to running cloud apps — we would need a way to move data that has no delays and at pretty rapid clip. And that is not all — these new higher-speed networks would need new kind of operating system software and  networking management capabilities to adapt to the different kinds of the network traffic. (more...)

Sounds pretty obvious right?  Well, it is, except that Arista figured it out in 2004, and have made out like bandits as the rest of the world caught up.
Or, more to the point, there may or may not be another gold-rush (bubble?) in the social space, but regardless, there is money to be made selling jeans and pickaxes....