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Shares of F5 Networks
FFIV and Aruba Networks
ARUN are up 2.1 and 2.8 percent respectively following some bullish comments from Wells Fargo on the sector.
Conversations between analyst Jess Lubert and her industry contacts reveal companies have pent-up demand for communications equipment and expect to meet or exceed first quarter needs.
While feedback for F5 Networks and Aruba were mostly positive, feedback on Cisco
CSCO and Polycom
PLCM was “more mixed,” said Lubert.
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