What is the potential for conflict to the MSP business model that some providers feel SD-WAN could present?

Schubert: An MSP might say; "I have 75 routers deployed, I manage all of those and get paid $200 a month times 75. That's a lot of revenue and all of a sudden if I'm to give that up, I'm no longer directly being paid that money to manage the endpoints." There are a variety of types of MSPs though, and in some cases they don't manage devices, they manage applications.