It is not surprising. I am with a large company and oversee hundreds of $M capital investment, we have policy of end of year capital budget, if not used, will lose it. So every year, we have this tendency to speed up capital spending in Q4 to hit the deadline. In Q1, people starts to relax a little bit and we always have lowest capital in Q1, no matter how good we plan. If network equipment fits similar capital pattern, I actually think it is pretty impressive they can do flat Q1 vs. Q4.
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