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Technology Stocks : Aruba Networks (ARUN) -- Ignore unavailable to you. Want to Upgrade?

To: dominoe who wrote (5)	5/24/2012 3:08:16 PM
From: The Ox	Respond to of 9

A lot of reasons for the weakness, not the least of which are the short term fundamentals of the company. I'm a bull on this sector, so probably not the person to ask. In fact, before I saw your post, I made a post that stated I believe if you bought a basket of networking stocks today, you'd be very happy come this time next year. We will see.... I will be glad to add more "color" if you have a specific question....

To: dominoe who wrote (5)	5/24/2012 3:14:44 PM
From: The Ox	Read Replies (1) \| Respond to 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.