Networking firms in Silicon Valley see stimulus potential in their customers - Silicon Valley / San Jose Business Journal:

The $7.2 billion in stimulus money the federal government plans to spend to improve broadband access is viewed as a “wait and see” situation for Silicon Valley networking companies. As in, while waiting for the government’s rules on how and where the money can be used, they are seeing what their customers need for projects backed by the stimulus spending.

Giants such as are vying for chunks of the funding, but even the valley’s smaller “arms dealers” (as one wit put it) are determining how to help customers apply for the potentially lucrative grants — because if those customers get grant money, they will need equipment...