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From: FUBHO6/2/2015 3:59:47 PM
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Two of Cisco's most hated rivals just formed a new partnership

HP has been trying to take down Cisco for years and today it announced a move that has some real potential.It is partnering with network industry upstart Arista Networks.

The two companies have joined forces to combine Arista's networking equipment with HP's 3Par storage equipment, HP's server technology and HP's popular network management software OneView.

The result is a sort of "cloud computing in a box" that large enterprises and internet companies can plug into their data centers to handle things like video, mobile apps, big data apps and the like.

The most critical part of this relationship is that Arista gains access to HP's massive partner network to sell this new product.

HP has some 145,000 partners around the world that sell and support its products (known as a "reseller channel"). Only a few of the biggest IT companies have such huge, sales-generating machines, including HP, Cisco, IBM, EMC. The guy that was running Cisco's version, Chuck Robbins, was just promoted to be CEO.

These two companies are among Cisco's most hated rivals
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Cisco is currently suing Arista claiming patent and copyright infringement,including asking the US International Trade Commission to block Arista from importing its finished products from overseas factories.Cisco's focus on Arista Networks is almost like a personal vendetta.

That's because Arista is home to who's-who of star ex-Cisco employees. It was founded by two legends in the tech industry, billionaires David Cheriton and Andy Bechtolsheim. Its CEO is former Cisco star engineer CEO Jayshree Ullal. Its investor/board member is former Cisco star executive, Charles Giancarlo, and the list of big-name ex-Cisco employees goes on from there.

With a pedigree like that, Arista Networks has done well. It was profitable before its successful IPO last year, and has maintained 60%+ gross margins (just like Cisco) even as it has grown sales. (Although there were some eyebrows raised when its CFO abruptly resigned in April).

Cisco regularly bashes HP, too

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(Cumulus Networks ) Cumulus Networks JR Rivers

Cisco used to view HP as its No. 1 enemy.Cisco marketing execs liked to call HP's products the "good-enough" network,akin to how Microsoft used to bash Google with the now-defunct Scroogled ad campaign.

HP's networking business has ebbed and flowed over the years, but never really threatened Cisco, which owns roughly 60% of the network equipment market.

But HP is doubling down on efforts to hit Cisco where it hurts.

In addition to this partnership with Arista, HP also partnered with Cumulus Networks, a startup also founded by an ex-Cisco star engineer, JR Rivers, that is trying to eat Cisco's lunch with a new software-based networking product.

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From: FUBHO8/17/2015 2:23:52 PM
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Arista: Nomura Pounds the Table; Routing is Next

By Tiernan Ray

Shares of networker Arista Networks ( ANET) are up 99 cents, or 1%, at $81.79, after Nomura Equity Research’s Jeffrey Kvaal this morning reiterated a Buy rating, and a $95 price target, writing that his meeting with the company’s CFO Ita Brennan during Nomura’s recent media and telecom conference gave him “greater confidence in intermediate-term trends, long-term growth, and Arista’s margin structure.”

In particular, Kvaal is not worried about spending by the “hyper scale” data center operators — Microsoft ( MSFT), ( AMZN), andGoogle ( GOOGL), who serve as some of the primary customers for Arista’s switching gear:

Indicators for data center spending remain healthy—end customer demand for the public cloud does not appear to be slacking [...] We expect Arista to benefit from both capex growth and share gains at its top cloud customers. Microsoft has said it would like nearly triple its $6.6bn cloud business, which naturally leaves little room to slow its expansion of data centers. Arista now supplies 7 of the top 8 vs. 6 of the top 7— we believe Alibaba is a newer addition. Alibaba has announced plans to invest $1bn in data centers outside of China. Demand from technology and Tier 2 cloud players remains healthy. We believe Arista has steadily expanded its roster of customers beyond the top cloud players into still large though slightly smaller accounts. We consider this a long-term positive, although likely overshadowed for now by the growth in the top tier cloud players.

Here’s Kvaal’s projection for spending on capital investments by the top cloud providers:

Arista may be primed to add top-tier telcos to its customer list, such as AT&T( T), believes Kvaal:

Arista has been successful selling into tier 2 service providers. Cable companies tend to be significant customers for content hosting. So far, however, the Tier 1 community has been closed to Arista. We believe the company has been in discussions with these larger players for some time. The premise of NFV and SDN, which AT&T and Verizon have both embraced, naturally requires massive yet nimble data centers. We believe contract wins and shipments are likely to be forthcoming in 2016.

And there’s more product additions on the way, writes Kvaal, with the company moving out from switching to network routing an area dominated by Cisco Systems ( CSCO):

We expect Arista to push hard into new product realms, such as data center routing and data center interconnect, beginning next year. Spotify and Netflix are already using Arista switches as a simple router. New silicon coming in the next several quarters will allow for larger routing tables and thus press harder into this market. We would imagine both Cisco and Juniper have a sizeable presence in cloud routing. Juniper has been more outgoing in discussing its presence here in part as these relationships are key to its new QFX 10000 data center switch. Security is not a focus for Arista.

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From: FUBHO10/6/2015 6:37:09 AM
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Arista Extends CloudVision for Secure Cloud Networking

Introduces Macro-Segmentation Services with Check Point, F5 Networks, Fortinet, Palo Alto Networks and VMware


Arista Networks ( ANET) today announced a new capability for CloudVision®, Macro-Segmentation Services (MSS™), that allows next-generation firewalls and Application Delivery Controllers to be enabled automatically for specific workloads and workflows across any network topology. This includes Layer-2, Layer-3 and overlay network virtualization frameworks.

MSS addresses a growing gap in current security deployment models wherein embedded security in the virtualization hypervisors addresses inter-VM communication and physical firewalls address north-south traffic. Yet no solution exists to dynamically insert security services for data centers consisting of a mixture of physical and virtualized workloads. Arista is working with leaders in the industry such as Check Point, F5 Networks, Fortinet, Palo Alto Networksand VMware to advance and simplify the integration of physical and virtualized resources with its cloud networking technologies.

“We look forward to deepening our partnership with Arista,” said Chad Kinzelberg, senior vice-president of business and corporate development at Palo Alto Networks, “The next phase of our integration efforts aims to offer a seamless bridge between virtual and physical networks and deliver on the security and network segmentation requirements for complex and dynamic cloud networks.”

MSS provides a dynamic and scalable network service to logically insert security devices into the path of traffic, regardless of whether the security device or workload is physical or virtual and with complete flexibility on placement of security devices and workloads.

MSS has the following characteristics:

Location Independent: This allows larger data centers to centralize and insert security in the path between workloads on demand.Easy Integration: By not changing any frame formats, it ensures that any platform can be easily integrated.Open: It can fully function if the network is multi-vendor without lock-in or proprietary protocols.Agile: Hosts can and do move, so services dynamically move with them to secure the deployment model.Seamless Co-existence: It co-exists with defined firewall rules within the security policy framework.

Security as a Service with CloudVision

MSS is one of the services enabled via Arista CloudVision. Since CloudVision maintains a network-wide database of all state within the network, as well as direct integration with hypervisor resources like VMware vSphere and NSX, it is aware of where every workload is within the network and it learns in real time about new devices or workloads that are added to the network, removed from the network, or moved across ports or servers.

Macro-segmentation extends the concept of fine-grained inter-hypervisor security to cloud networks by enabling dynamic security and services of physical to virtual workloads. Macro-segmentation security is a complement to fine-grained security delivered via micro-segmentation that is implemented in the virtual switch of the physical host on which a VM is running.

“We are experiencing accelerated mainstream adoption of VMware NSX network virtualization as enterprise customers recognize the operational, security and economic benefits achieved through a software defined data center approach,” said Hatem Naguib, vice president network and security for VMware. “Working with our strategic partner Arista Networks enables customers to augment NSX micro-segmentation controls by addressing bare metal or physical layer security requirements, ensuring that the agility and security advantages of NSX apply to any workload, anytime, any place.“

By integrating with native APIs provided by leading next-generation firewalls – native APIs that already exist, and with no specific version dependencies – MSS learns what workloads the security policy needs to address or monitor. If the security policy requires a specific logical network topology, Arista’s MSS can instantiate that into the network. The automation capabilities of MSS operate in real-time without any need for network operations to engage a security administrator or vice-versa, and without the network needing to be architected in a manner specific to a specific workload. This capability is critical to successful deployment of security in an enterprise private or hybrid cloud.

MSS with Arista CloudVision enables flexible deployment of services in the network, without forklift upgrades and without any proprietary lock-ins. Macro-segmentation services is in field trials today and will be generally available in the first half of 2016. Arista will be hosting a webinar on Macro-Segmentation with key partners on November 19, at 10:00 a.m. PT.

Supporting Partner Quotes

“Check Point is excited to deliver its industry-leading security protections at the scale and speed of the cloud in conjunction with Arista Macro-Segmentation Services security insertion architecture," said Alon Kantor, vice president of business development, Check Point. "Working with Arista on this innovative cloud security offering will strengthen our mission of protecting private and public cloud infrastructures worldwide."

“Customers have identified a need to respond more quickly to frequent changes in their business. As a result, F5 and Arista are collaborating to enable them to automatically apply a wide variety of BIG-IP® network and security services wherever and whenever the applications need them. Our joint goal is to simplify and accelerate application deployment processes as much as possible,” said Phil de la Motte, Senior Director of Business Development, Infrastructure Alliances.

“Fortinet’s Internal Segmentation Firewall (ISFW) secures the Data Center and Cloud across physical and virtual domains,” says John Whittle, vice president of corporate development and strategic alliances at Fortinet. “We are pleased to work with our partner Arista to facilitate the adoption of advanced security services within an open cloud framework.”

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From: FUBHO11/17/2015 6:21:12 AM
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Arista Delivers Cloud Connect Solutions Across Data Centers

Box, Equinix and Netflix Support Open, Secure Cloud Internetworking

View photo

Three Options for Spine Internetworking (Graphic: Business Wire) Multimedia Gallery URL


Arista Networks ( ANET) today announced optimized interconnect solutions for public and private cloud data centers. With these new solutions, Arista is leveraging the technology and operational advantages of Arista’s EOS and CloudVisionTM for inter-data center solutions that reduce both capital and operational costs.

This Smart News Release features multimedia. View the full release here:

To address these needs for connecting clouds, Arista is adding capabilities that extend its spine networking platforms to include interconnect use cases. These capabilities include:

Spine Transit: A long haul Coherent DWDM, 6-port 100G line card with integrated MACsec encryption for the Arista 7500E Spine switches.Spine Interconnect: Production-ready, standards-based VXLAN solutions for Layer 2 service extension between sites. Spine Peering: An Arista EOS approach for supporting full Internet routes in cost-effective merchant silicon spine platforms.Diverse Customer Success

Box, an enterprise content management and collaboration platform with more than 40 million users at 50,000 businesses globally, including 52% of the Fortune 500, is leveraging the Arista 7500E Coherent DWDM solution to help support the increase in bandwidth demand between data center sites as it grows and expands. The Arista 7500E Coherent DWDM solution delivers secure, high-performance and cost-effective capacity for Box’s inter-site connectivity, allowing the company to scale, while continuing to meet customer expectations of delivering secure, always on, service, regardless of location.

Traditionally, geographically dispersed data centers have been built based on a single primary location with any other locations considered backups. However, today’s scale out cloud data centers are moving to a model where geographically distributed data centers are treated as single common logical compute and storage cluster. This requires not only increased bandwidth between sites but also increased levels of security. In maintaining the cloud networking principles, these solutions must also be open and standards-based, with a focus on operational efficiencies at scale.

As distances between sites increase, discrete costly optical devices are required to support the long-haul and high bandwidth connections. The new 7500E Series 100GbE line card enables wire-rate switching with integrated Coherent DWDM optical interfaces for transmission over distances up to 5,000 kilometers. This consolidated solution provides an alternative to external DWDM devices otherwise required for long haul transmission. In addition, this line card includes integrated IEEE 802.1AE MACsec for 256-bit encryption on all ports at 100Gbps, which provides security for transporting confidential information between cloud data centers.

Equinix is the leader in providing Data Center interconnection services for Enterprises, Content providers, Internet Service Providers, and Cloud Service Providers. The Equinix Global Internet Exchange (IX) provides L2 interconnectivity to all the peering participants over a geographically distributed L2 fabric. Arista's VXLAN cloud interconnect solution on the 7500E platform has been instrumental in addressing the scale-out of our IX fabric,” said Ihab Tarazi, CTO of Equinix. “By moving to a resilient, cloud scale L3 design with Arista's VXLAN solution and EOS, we get better operational efficiencies and higher performance from our network while keeping up with our business growth.”

Arista, a leader in VXLAN solutions, is building on its network virtualization solutions within the data center by introducing VXLAN as a solution for Layer 2 interconnect between clouds. Traditional Layer 2 interconnect solutions based on complex or proprietary protocols are not meeting the open needs of today’s cloud networking architectures. This VXLAN solution extends Arista’s Universal Cloud Network designs by providing an open and standards-based approach that is production ready across a variety of interconnect use cases.

With the proliferation of content providers connecting geographically distributed locations, operators rely on policy-based traffic engineering to efficiently route content out of the data center over the internet. These applications traditionally require peering routers, which are traditionally larger and more expensive router platforms with the capability to store the full internet routing table in the hardware forwarding path, at the internet edge.

“As Netflix continues to expand its CDN footprint and increase its peering interconnects through the Open Connect initiative, we needed a high density 10/100G IP peering platform,” said Dave Temkin, Director of Global Networks at Netflix. “Traditional router platforms were expensive, had lower port density and were fairly over-engineered for this application. We heavily rely on our software stack to make optimal routing decisions for our content, and Arista’s switching platforms have helped us deliver an efficient, cost-effective and programmable Edge solution to meet our business needs for delivering high-bandwidth content.”

The programmatic architecture of EOS combined with optimization techniques like Selective Route Download (SRD) and enhanced sFlow analytics, allow these content providers to leverage more efficient Arista spine platforms, such as the merchant silicon-based 7500E/7280E, as a new alternative in these cloud peering roles. These solutions from Arista provide these customers with a lower price per port, lower power footprint, and higher density 10GbE/100GbE solution than traditional internet-scale routing platforms. These benefits provide a direct savings impact on co-location and transit costs to the provider.

Arista will host a technical webinar and tutorial around The Universal Spine: Cloud Internetworking Use Cases on December 10th at 10 AM PST/1 PM EST. Please register here:

Product Availability

All of the components of Arista’s cloud interconnect solutions are shipping and available today.

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From: FUBHO1/8/2016 6:48:55 AM
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Arista Networks, Inc. ( ANET) will release its financial results for the quarter and fiscal year ended December 31, 2015 after U.S. markets close on Thursday, February 18th. The results will be included in a press release with accompanying financial information that will be posted on the Investor Relations section of the Arista website at

Arista’s executive management team will host a conference call on February 18th beginning at 1:30 p.m. PT (4:30 p.m. ET) to discuss financial results and business highlights. Interested parties may access the call by dialing 1-877-201-0168 in the United States or 1-647-788-4901 from international locations. The Conference ID is 21363750. Please dial-in ten minutes prior to the scheduled conference call time. In addition, a live webcast of the conference call will be accessible from the Investor Relations section of the Arista website at

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From: FUBHO2/3/2016 12:06:00 AM
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ANET Arista Violates Cisco Patents, Int’l Trade Commission Judge Rules at Investor's Business Daily Tue 7:36pm
ANET An international court has handed Cisco an early victory in its lawsuit against hated rival Arista at Business Insider Tue 6:57pm
ANET Cisco ruling could lead to ban on Arista tech imports at MarketWatch Tue 6:10pm
ANET Cisco ruling could lead to ban on Arista tech imports at MarketWatch Tue 6:10pm
ANET Arista: Guggenheim Defends After ITC Finding; This'll Go on For Years at Tue 5:55pm
ANET Cisco, Arista Both Rise After Cisco Wins a Round on Patents at Tue 4:54pm
ANET Cisco claims win in Arista complaint ruling at MarketWatch Tue 4:34pm
ANET 4:24 pm Arista Networks responds to the Initial Determination made by the Administrative Law Judge today in their International Trade Commission Investigation No. 337-TA-944 with Cisco (<a href="/q?s=csco" name="csco">CSCO</a>)at Tue 4:24pm
^VIX Stock Market Update from at Tue 4:22pm
ANET Arista Favored in ITC Initial Determination on Two of Four Features at Business Wire Tue 4:16pm

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From: FUBHO3/29/2016 4:26:50 PM
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Arista Networks 7500R Series switch/router platforms promise scale greater than 100 Tbps

March 29, 2016
Lightwave Staff

Switch and router platform vendor Arista Networks (NYSE:ANET) has unveiled the 7500R Series of switching and routing platforms for cloud service providers and enterprise data centers. The series features a chassis fabric capacity of up to 115 Tbps as part of Arista's Universal Spine architecture. Netflix appears to have signed on as a launch customer.

Arista says it will supply the platforms with two-tier active Leaf-Spine and single-tier Spine options. Thanks to the platforms' ability to combine switching and routing, the company foresees data network operators replacing the traditional core routing layer with an Arista 7500R series-based spine. The result would be rapid re-convergence and network-wide resilience between data centers and to the Internet, the company asserts.

The series will launch with three platforms. The 7504R and 7508R feature 38 Tbps and 75 Tbps of capacity, respectively, and are rolling out now through Q2. The flagship 7512R, with 115 Tbps of capacity, will become available in Q3 2016, Arista says.

  • All three versions of the 7500R leverage line cards with 9.6 Tbps of capacity. Additional features of the platform series include:
  • Up to 432 wire-speed 100GbE ports in a choice of three form factors
  • 288 Gigabytes of deep and smart packet memory as well as support of Virtual Output Queues (VoQ) for lossless forwarding
  • Agile port speeds of 1/10/25/40/50/100GbE
  • FlexRoute technology to delivers up to 1 million wire-speed routes with MPLS, segment routing, and Ethernet Virtual Private Network protocol support
  • Programmable traffic engineering with up to 128,000 MPLS, Generic Routing Encapsulation, Virtual Extensible Local Area Network (VXLAN), and IP-in-IP tunnels.
The line cards are available in three port configurations:
  1. 36 x 100GbE QSFP, with a choice of 10/25/40/50/100GbE
  2. 36 x 40GbE with combinations of 10GbE and up to six ports of 100GbE
  3. 48x10GbE SFP+ and 2x100G QSFP.
Netflix appears to like the approach.

"The Arista 7500R allows Netflix to provide the ultimate user experience while keeping costs in check. Arista's continuous innovation has resulted in novel CDN [content delivery network] architectures, offering breakthrough price/performance at 10X more bandwidth at one-tenth the price of a traditional router," said Dave Temkin, vice president of global networks at Netflix.

Pricing for the platforms starts at $3000 per 100GbE port.

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To: FUBHO who wrote (7)5/5/2016 6:05:15 PM
From: The Ox
1 Recommendation   of 36
Arista (NYSE: ANET): Q1 EPS of $0.68 beats by $0.08.

Revenue of $242.19M (+35.3% Y/Y) beats by $7.26M.

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From: FUBHO5/6/2016 7:42:22 AM
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Arista Will Ramp Manufacturing in the U.S.

Craig Matsumoto
May 5, 2016
3:07 pm PT

Arista Networks is hiring a contract manufacturer that will operate a facility in the United States, a decision that seems related to the pending U.S. International Trade Commission (ITC) decision in Cisco’s lawsuit against the company.

Arista announced the move during its first-quarter earnings call today, saying it involves a contract manufacturer that’s new to the company. In other words, it isn’t Foxconn or Jabil Circuit, the two manufacturers Arista uses today.

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For what it’s worth, Arista already enlists San Jose, Calif.-based Flextronics “to provide logistics and final configuration services in North America,” according to Arista’s annual report.

CEO Jayshree Ullal emphasized that the new manufacturer, due to be announced this quarter, will be operating in the United States. “We felt the need to automate the factory more and bring proximity to our headquarters and our headcount,” Ullal said during the call.

“Proximity” relates to the number of new products Arista has and is anticipating, such as the 7500R spine switch. In those cases, Ullal sees a benefit in having manufacturing reside close to Arista’s engineering.

But she acknowledged that the Cisco patent suits against the company factored into the decision, too.

The ITC ruled in February that Arista violates three Cisco patents. Nothing further will be decided until the ITC’s final determination on June 2, but it’s possible the commission could issue an injunction against the importing of Arista’s products — a move that would theoretically cut off Arista’s supply from overseas contract manufacturers Foxconn and Jabil.

Publicly, Arista has remained sanguine about this, saying it’s revising product designs to skirt around the patent issues. “We are absolutely prepared with the right design workarounds and the engineering workarounds” should an injunction come around, said Ullal.

(The June 2 decision relates to one set of patents, referred to as the ‘944 case. A separate case brought by Cisco, nicknamed ‘955, was due for an initial decision in April but has been delayed. Arista is providing a Web page to track these and other cases.)

Running the Numbers

Arista shares rose 5.5 percent in after-hours trading, to $63.58, as the company’s first-quarter earnings beat analyst estimates by eight cents per share.

Moreover, the company continues to grow while peers such as Brocade, Cisco, and Juniper talk about economic “headwinds” and “uncertainty.” Technically, Arista’s growth slowed down in the first quarter, but that’s partly the law of gravity; no one expected the company to grow at more than 40 percent forever.

In the first quarter Arista’s revenue grew 35 percent year-over-year – to $242.2 million from $179 million a year ago.

Net income was $35.2 million, or 48 cents per share, compared with $25.5 million, or 34 cents per share, a year ago.

Non-GAAP net income of 68 cents per share outdid the analysts’ consensus of 60 cents as measured by Thomson Financial Network.

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From: FUBHO6/28/2016 9:49:07 AM
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Last week, the International Trade Commission (ITC) ruled against Arista Networks(ANET) in a patent dispute brought by Cisco Systems (CSCO).

The ITC said Arista's products infringe on three Cisco patents. The companies face off again in August in a second round of patent infringement cases. In a last-ditch effort, Arista is asking the U.S. Patent and Trademark Office to invalidate a bunch of Cisco patents. It's unlikely either company will settle this dispute peacefully.

At the start of the year, I was bullish on the shares of Arista. I thought the company's attack from below would continue to take market share from Cisco and the stock would work higher.

Many tech bulls blew off the patent ruling, saying tech companies are frequently involved in patent fights and eventually cooler heads prevail and the companies reach a sensible settlement. And besides, many investors feel Arista is clever enough to get around Cisco's patents, since most of Arista's engineers designed the original Cisco products to begin with.

Maybe so, but I don't think it's going to be as easy as that. Because of the ruling, Arista is going to have to move production to the U.S. to avoid import restrictions.

The ITC ruling has entered the two-month presidential review process. Assuming the process expires without action, Arista will be banned from importing equipment towards the end of August. Arista has between now and August to build as much equipment as possible and get it into the U.S. before the end of August.

If Arista can come up with a workaround, the company will still need to get ITC and U.S. Customs approval to sell its equipment in the U.S. It could take months for customs to sign off on any workarounds. The U.S. accounts for 75% of Arista's sales.

Even if the ITC or U.S. Customs gives the company temporary approval to sell in the U.S., Cisco can still get a court order to stop the infringing sales.

Assuming Arista can get its equipment manufactured in the U.S., gross margins are going to take a big hit. In fiscal 2015, Arista reported gross margins of 65.3% and an operating margin of 28.2%. The switchover will cost them at least 50 basis points in gross margin (or more) and operating margins will probably be down nearly 200 basis points.

Tech investor's value top-line growth and this patent war could cost the company some growth as big customers take a wait-and-see approach to new purchases.

In fact, sales are already slowing. Sales were up 61% in 2014, slowed to 43% in 2015 and are estimated to be up just 28% this year. Right now, the consensus analyst estimate for fiscal 2017 is $1.26 billion in revenue, which would only be up 17% over 2016.

Likewise, earnings are slowing down, too. In 2014, on a non-GAAP basis, Arista earned $1.54, up 59%. But earnings are expected to be up just 13% this year and 11% next year.

The stock is down nearly 18% since the news of the patent infringement and import ban became public.

I would be very careful here. Over the last five years, it's been very difficult to make money in this stock, patent infringement or not. The stock could be good for a trade if it gets into the mid-$50s. Good news on the litigation front could bounce the shares higher, but it's hard to see the stock higher on an expanding top line. For now I would avoid shares of Arista.

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