Communications Equipment Market is Healthy; F5, Aruba Gain
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 and Polycom was “more mixed,” said Lubert.
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|Nov 2016||Bernstein||Downgrades||Outperform||Market Perform|
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