Cisco's Order Climbing as Expected

Cisco's revenues run in lower than its bookings and order rate. Customers are digesting all the shipments that we're sending to them right now, so they're busy implementing their technology. Our lead times have come down 40% in the last two quarters. And the third is obviously the macro situation. From a sequential perspective, from Q2 to Q3, we didn't see any real shift in demand momentum from our customers.