Cisco is salivating over the news from Huawei's VP Eric Xu that "Huawei is no longer interested in in the U.S. market anymore." As you may recall Huawei has had difficulty with the U.S. government's hardline stance towards Huawei due to its Chinese military ties. Xu said that Huawei is downward revising its 2017 enterprise sales to $10B which is below its prior goal of $15B. Huawei finished 2012 with enterprise sales of $1.9B. This is sure to boost Cisco's stock price.