In our opinion, consolidation is long overdue in a communications equipment market over-saturated with a plethora of vendors.

We see solid growth in Cisco's enterprise market, as businesses upgrade their networks to handle increased bandwidth requirements.

We see 2006 as an inflection point for sales growth.

Finally, service providers are spending enough money on their networks again. So fundamentals are looking up.

The overseas market isn't saturated like the U.S..

We don't want heavy equipment on saturated soil because we've already had a problem with sinking.