... Thanks for coming. We have Cisco, it's a top mega cap idea, it's a financials idea. In our sector, like the story a lot. More recently, we have been seeing this rotation or interest in higher quality, though multiple names. Cisco is one of the few means that has the rating catalyst to it, we like the recurring revenue model transition story. Without much ado, I'd like to introduce Ish here, responsible for a lot of their growth businesses, cloud, data center switching, security, analytics. Ish, before we get into Q&A and take questions from the audience, what's top of your mind, what are some things you are eager to tell us? Ishmael Limkakeng ...
