Communications Equipment Market is Healthy; F5, Aruba Gain

Shares of F5 Networks

and Aruba Networks

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

and Polycom

was “more mixed,” said Lubert.