lt cap,

Thanks for the detail and interp. I read the 'short story' and it's obviously a good thing that nasty y/o/y was eclipsed by the upbeat forecast It was at this level not so long ago. But yes, the market obviously likes the CC, and other networking stocks (INFN, CIEN, CSCO) are getting a boost from it. Implementation seems so far away, and who knows what President Nightmare will do in the meantime. If the market needs a reason  to end this years-long rally, he surely will provide it. His basically 'hanging up' in his nasty call to the Australian PM is what I feared would happen - everybody who displeases him is a target to devalue, including international leaders, as 'winning' means not 'losing'  means you are not a 'loser'. the other guy is. And that applies to everyone, including foreign leaders. I wish someone would strap a device to the top of that hair with a big revolving light that would flash bright red every time he tells a lie.