Here in North America, given the most recent investment priorities shared publically by the leadership of AT&T and Verizon, I'm now wondering what it means to be a telecom or communications 'service provider'.

The underlying need for infrastructure, platforms and services seems to be evolving rapidly - towards a revised business model (e.g. media and advertising) direction. Kip, perhaps in a follow-on post you could elaborate on how Cisco is revisiting the need to adapt to this ongoing strategic shift by these key customers.