“All we know now is we expect this to be with us through the second half of our year.”

In context

“tsized growth as you fulfill this unusual backlog? I’m just trying to understand the scenario here of how all of this gets unwounded? Chuck Robbins: Yes. Ittai, thanks for the question. I’ll start and then Scott can jump in. I would say during the quarter, supply chain didn’t get materially worse and didn’t really get materially better. It was pretty consistent. There were gives and takes throughout the quarter, but I think at a macro level, that’s where I’d characterize it. They were a little bit towards the end some Omicron effect with people being sick and not being able to show up in factories and some of the logistics issues that are well documented. But in general, that’s what we saw. We don’t have – I wouldn’t say we have a great timeline for you as to when things begin to improve. All we know now is we expect this to be with us through the second half of our year. Scott, would you add? Scott Herren: Yes. No, I think that’s right. That’s in sync with our expectations. And Ittai to your question on how does this unwind, it’s – I don’t believe it unwinds in a lumpy fashion. I think it’ll unwind as supply and demand get more in balance. And I think that will just happen gradually over the course of the next few quarters. So I’m not expecting a significant bump in any given quarter. I think the supply frees up with $14 billion of backlog, we’ve got plenty of demand to go off and fulfill. It’s really a question of when does that supply free up. And as it does free up, I think it will happen gradually over time. Ittai Kidron: Got it. Maybe, Scott, just to clarify this last point, is there any way for you to know how much of this backlog is double ordering”