Silicon Investor - Aruba Networks (ARUN)

[JakeStraw] Hewlett Packard acquires Aruba Networks Mar 2, 2015 bizjournals.com The deal wi...

JakeStraw — 3/2/2015 12:30:00 PM

Hewlett Packard acquires Aruba Networks
Mar 2, 2015
bizjournals.com

The deal will expand HP's presence in the mobile market, supporting faster speeds and access to cloud applications. Each company's board of directors has approved the deal.

"By combining Aruba's world-class wireless mobility solutions with HP's leading switching portfolio, HP will offer the simplest, most secure networking solutions to help enterprises easily deploy next-generation mobile networks," HP's CEO Meg Whitman said in a press statement

[dominoe] Thanks. I have no specific question, just more curious. I had bought in and ou...

dominoe — 5/31/2012 1:44:35 PM

Thanks.
I have no specific question, just more curious.
I had bought in and out a few times between 19 and 22 roughly last year and took a small loss on the last trade and then forgot about it for awhile.
Now I was looking to see if it was becoming attractive again, only to find it so low as to be
"unattractive" in a sense. That is, it makes me wonder what I don't know before I try to catch a falling knife.
A week since I asked last and it just keeps falling.
Thanks for the impressions about the potential causes. I suppose you are right about some time
next year buyers today will be pleased; but, I read they lost their COO and some seem unhappy about a lack of buy back of the stock at this low price.
I don't read the trade press of this sector so i was also wondering if someone had built a better mousetrap or whether a price war or cost escalator was going to impact margins.
It just seems to be taking consistent and unusual pounding. So, I don't want to be burned by overlooking something that was obvious to the informed.

[The Ox] Let me add that I believe the "piling on" in this sector was due to CSCO's earni...

The Ox — 5/24/2012 3:14:44 PM

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.

[The Ox] A lot of reasons for the weakness, not the least of which are the short term fun...

The Ox — 5/24/2012 3:08:16 PM

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....

[dominoe] been in and out a few times..fortunately missed most of the current collapse... ...

dominoe — 5/24/2012 2:08:56 PM

been in and out a few times..fortunately missed most of the current collapse...
Anyone with a sense as to why it's imploding? If it's just the "market" and European fears
etc, this would seem like an opportunity. Of course, the opportunity will be even better if it
keeps falling without any clear reason.

[The Ox] Looks reasonably valued here and likely a good long term holding at this price. ...

The Ox — 5/18/2012 2:36:00 PM

Looks reasonably valued here and likely a good long term holding at this price. 25% growth seems about right for the next couple of years. If they can make over $0.80 next year, then the stock should find its way back to (or over) $20/share or about a 40% gainer.

Price to sales is low enough that a buyer could come along and offer $25 or more, imo. Not sure the company would sell at that price, especially since the stock traded over $35 for a short period less than 2 years ago.

[The Ox] Aruba Networks Reports Record Fiscal Third Quarter 2012 Financial Results

The Ox — 5/17/2012 5:02:05 PM

Aruba Networks Reports Record Fiscal Third Quarter 2012 Financial Results <ARUN.O>

http://www.businesswire.com/news/home/20120517006406/en

[dominoe] well, it took four years but at least you have a reply. After a big fall, we fin...

dominoe — 8/28/2011 9:41:47 AM

well, it took four years but at least you have a reply.
After a big fall, we finally had a nice move friday. Maybe it's time
for the stock price to recover and the board to find life.