You said "Our investment activity gives us insight, visibility, access and knowledge that is truly unique in the industry." -- That being said, we know from research that the ongoing challenge for many CIOs and CTOs goes beyond choosing the right technology, vendors and associated product or service offerings.

They don't know what they don't know (about current solutions to digital disruption). So, indeed, those Cisco IP assets that you mention are very valuable.

Enterprise IT leaders need to align with the best-fit strategic partners that can help them create the environment for actionable knowledge transfer. My point: we're seeing the 'market for talent' becoming a key deciding factor in finding workable solutions to the disruption challenges that you've outlined.

Hilton, in a follow-on editorial, I'd like to know more about how Cisco will capitalize on the talent that came with the companies that have been acquired thus far. Are your thought leaders engaged in knowledge transfer with your clients -- those that seek meaningful and substantive guidance? How are you positioned in the market for talent augmentation and/or optimization?

Please add some color to the notion "no one can touch Cisco." Thanking you in advance for your consideration.