Arista Rising: Beneficiary as Spending Moves from Telco to Webco, Says Citi – Barron’s (blog)

Arista Rising: Beneficiary as Spending Moves from Telco to Webco, Says Citi
Barron’s (blog)
We prefer companies heavily exposed to growing areas of IT spending shifting to the Cloud from Enterprise / Telco capex that isn't keeping pace with growth of Web 2.0 spending such as Arista (Webscale switching / networking) and Infinera (Data Center …

View full post on web 2.0 – Google News

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