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

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

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.

There's a legitimate upgrade cycle coming. It's just getting started.

In light of the fact that they basically were at the low end of their guided range and they missed the consensus revenue number, yes I think there's a slight disappointment in the revenues.

I believe there is a product transition issue going on. I think that it has lost the mindshare of its channel partners and some customers because, from a product improvement perspective, it hasn't introduced new features for its core product in about a year.