all i know that this ciena quarter was remarkable all over the globe, ciena that is beneficiary it is the first service provider spending if you are in the cisco conference call, chuck robins said look, i don't know whether service providers are going to start spending >> well, they always keep spending >> and zoom by the way is a lot of spending, too >> we'll keep an eye on zoom we got that opening bell in five minutes. "ua othst bk we are rightac onsqwkn e reet." >>> you are watching cnbc "squawk on the street," live from the financial capital of the world. opening bell in about 90 seconds. busy friday. we are still on watch for headlines regarding both u.s. mexico talks and china tariffs i guess you are not buying the headline that the white house is going to give china goods time to avoid tariffs >> i think these tariffs are good for america in the case of china, he feels we are starving the military plan by making them pay tariffs. i do think china is slowing. >> that's oriented there are people coming in i don't think it is raw. i just wish it were not not -- whipping the mexica