What are your expectations for this report. You have a buy rating on the stock, $76 price target. That's about a 5% increase from where it's trading this morning.What does that say to you about uh what should that say about this earnings report and your expectations. >> We're in the middle of an infrastructure cycle. You've seen the results of Arista few days ago.They raised the guidance. You've seen the orders of Sienna. Same thing.Cisco last quarter their orders from cloud doubled 600 million from 350 the ...