One wonders if the technology has CSCO worried. Is the ANET technology grand enough for CSCO to buy them? Is this a technological breakthrough where CSCO cannot copy it. You can bet they are trying to reverse engineer the technology to determine how to best tackle the potential problem for them. Interesting overpriced company. I do NOT like the growth rate that seems to be regressing the last 3 quarters. This is not a great sign. Long Term Growth projections are a worry too. The PE is on the way down and doomed to depreciate further if they do NOT surprise on the upside.
Former Portfolio Manager
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