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can you elaborate on how Cisco is looking to participate here, particularly as it relates to the portfolio
what are you hearing from customers on this front and the momentum that you're seeing in kind of the order backlog
How should we think about the headroom for margins to continue to improve from here?
I'm just particularly interested in how we should think about margins for this business as well
can you just flush out your comments a bit more around an upgrade or the potential upgrade to the risk-adjusted plan?
which are the major risks that are still ahead that you think are still left to navigate?