SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Aruba Networks (ARUN)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dominoe who wrote (5)5/24/2012 3:14:44 PM
From: The Ox  Read Replies (1) of 9
 
Let me add that I believe the "piling on" in this sector was due to CSCO's earnings. The cynic in me thinks CSCO intentionally torpedoed the market place, as they are getting their butts kicked at the high end of the routing/networking market. Companies like RVBD, APKT, CTXS and a few others are handing CSCO their lunch and the only approach they could take at this point was to pour cold water over the entire sector.

That is why I believe if you can look past the very short term (next 4-6 months) that this sector has a LOT to offer the patient investor.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext