I would expect when the new features come out, it will generate an acceleration in the company's growth. And while the product transition is a least a quarter out before it gets meaningful, I still think it's a good buy at this level.

North America was stronger than I was anticipating in terms of bookings growth. While the reported results were in line to slightly better than expected, they certainly point to improving order activity and some encouraging signs on that front.

While I can't rule out [a Juniper acquisition], I don't think it will happen.

Cisco certainly outdid the whisper numbers, so to speak. It is pretty apparent that estimates will be getting raised going forward.

The EMH initiative is a major step toward reducing the start-up price, and will fuel significant economic growth, as well as major social changes, when so many new people can communicate directly from their home or on the move.

The EMH initiative is a major step towards reducing the start-up price, and will fuel significant economic growth, as well as major social changes, when so many new people can communicate directly from their home or on the move.