“Zero. There is no demand impact our Q4 guide.”

In context

“are. It is a very dynamic situation. And what we're trying to do if you zoom up a level and say, we're not assuming it gets better or worse as we scroll through Q4 and that's what's built into the guide. Paul Silverstein: But Chuck and Scott the obvious question is to that statement of the $1 billion, $1 billion plus shortfall in guidance rolled to Street expectations, is that all the lack visibility you have, the concern -- the understandable concern we have with respect to supply? Is that all in the supply portion of the equation? Going back to all the many questions have been asked about your order book to slowdown in orders and the quality of demand, is any of that shortfall in your guidance to be a concern about demand or is that all on the supply side of the equation? Scott Herren: Zero. There is no demand impact our Q4 guide. Paul Silverstein: It's a 100% supply. Scott Herren: 100% supply. Paul Silverstein: One other quick clarification on this topic. If we look at the linearity of your order book. I know, normally we talk about linearity of revenue. But if you look at the linearity of your orders during the quarter, post the quarter, up to this call, what do we see? Scott Herren: It was normal, very normal. Paul Silverstein: So you've seen no degradation at all? Scott Herren: No. Chuck Robbins: Q3 was right in line with normal pattern. And I think Paul, the thing to remember is, yes, we're a little skewed because we had three quarters of 30%. If we went back a year and a half and I said we're going to grow 10% product orders on top of a 10% quarter from a year ago, we would have been quite happy with it. We'r”