Finally, service providers are spending enough money on their networks again. So fundamentals are looking up.

In our opinion, consolidation is long overdue in a communications equipment market over-saturated with a plethora of vendors.

We see solid growth in Cisco's enterprise market, as businesses upgrade their networks to handle increased bandwidth requirements.

We see 2006 as an inflection point for sales growth.

Windows Communication Foundation dramatically reduces the amount of code that developers have to write when building service-oriented applications.

Saturday's speech at West Point will, of course, be to people who have already answered the call to service by serving our nation in the military academy, at which they are graduating at a time when our nation is at war.