Very difficult to say. CSCO is so big and diverse that only comments related to Wi-Fi and 802.11n growth, in particular, would seem to impact ARUN. Have not listened to CSCO CC, as I only own a few hundred shares of CSCO. I know CSCO's new 'bundled' product incorporates 802.11n as part of offering, so that may mean ARUN must look for more collaboration to compete on new installations. Although 'rightsizing' existing systems is so huge that they may not need to compete in new bid type situations. The comments CSCO purportedly made about seeing some growth in IT spending bodes well as ARUN has said they have many 'shovel ready' projects just waiting for budget pursestrings to loosen. I think today's weakness had to do with SEC filing on Annual Meeting and the number of options granted officers and directors with a very low strike price that were issued when the stock was trading in the low 2's. I am just rambling now. May buy some more tomorrow if stock gets below $7.50. Will post if pull the trigger.