When Cisco (Nasdaq:CSCO)
decides that your particular market is an important one to its
long-term goals, you're in for some challenging times (unless you're one
of the companies that Cisco chooses to acquire). That's the reality
that Aruba Networks (Nasdaq:ARUN)
is facing right now, and it has consequences for the bottom line. While
I continue to believe that Aruba has the technology and product quality
to be a strong #2 in the growing WLAN market, the need to spend more on
marketing and sacrifice margins to shore up growth adds another
headwind for the stock.
Please read more here:
http://www.investopedia.com/stock-analysis/082313/aruba-networks-digs-long-war-arun-csco-rkus-meru.aspx
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