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Aruba Networks, Inc. (ARUN) Message Board

  • nclag nclag Jan 30, 2013 2:55 PM Flag

    ARUN - Still the consummate derivative play

    Androids, the Surface, I-Pad, I-Phone, BB10, it does not matter. As long as mobility needs increase, (and it will) then ARUN wins. They have been very conscious to build a platform that accommodates any and all devices. The BB10 does apparently have some User ID software built in for the enterprise portion of its functionality. But this in no way reduces the necessity of an enterprise to allow BYOD and to have a User-Centric ID model for any and all devices.

    If they are gaining traction with MOVE, with its ClearPass features in some Tier 1 type accounts, then the sky is the limit. If not, then some optimism will wane. They will still be very formidable in the space, but upside will have limits.

    Also, as mentioned before, my guess is that they have improved internationally. They focused their 'Dog-and-Pony' shows last quarter in Europe. And because Europe had some pent up demand, maybe some of that popped. And if it did, it will also benefit from the dollar's decline in relation to the Euro. So they may get a foreign exchange pop as well. This is pure conjecture.

    Sentiment: Strong Buy

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