Jamok,

Service Providers are indeed dragging their feet, however, that can only go on for so long.  CSCO's guidance suggests that thing could improve gradually for the rest of the year.  I also think that Service Providers, have enough levers such that they can cut CapEx in one segment of their networks while increasing CapEx for a different segment, e.g. reduce CapEx for Wireless but increase it for Optical, Routing and Switching.