utilized goldman-sachs and deutsche bank both believe results will be muted for wolfspeed and they have maintained cold ratings until we hear more about wolf's plans to ramp production and cut costs. scottek, i was at wolfspeed's new manufacturing hub in north carolina, and the ceo told me that the new plant should provide ten times the capacity of its other north carolina plant, so now we wait and see if and when that materializes >> yeah. kristina, thank you. cisco is going to be closely watched, and the commentary on the backside from chuck robbins, certainly going to be watched and listened to closely as well. >> it most likely will i think there's a little sensitivity out there to what's happening in terms of big company spending on everything i.t.-related i mean, cisco itself, the way it's valued, it really is kind of cash cow. it's got, like, you know, 8% free cash flow yield the market is not viewing it as real growth story, but you obviously have to have the top line keep up in order to continue the cash flow production and the shareholder capital return, which has been a big part of the story. when it comes to something like wolfspeed, really just semis in general, they're dow