i was thinking the opposite, although I was also thinking they would rob sales for next Q since I think they are setting up for a monster miss next Q. Why? Because their CEO is the ultimate fade indicator. Usually 2Q's after he says how great things are is when things usually fall apart. Maybe companies @ the top buy all the promises CSCO makes with the extra $$ they are making at the top of the business cycle and buy equipment that theoretically increases profits/lowers costs. CSCO will miss, most likely next Q tho.