PANW (I don't own it) is killing them and the only way to compete is on price. Margins will crash and revenue will be ok but not great. The valuation is wrong and the stock will pull back below 25.
I hate seeing a co with such high valuation lower - ever. Don't like it - out for now.
If we can get there in the next few days it should move toward 80 fast. Hope for upgrades and price target news to push it over the line. Could be a big move.....
ANET can keep building awesome/leading edge products. Telling csco to either build something that is equal/better or stop hindering a company from developing products that solve problems thru stupid gamesmanship lawsuits.
will be buying again in the low 80's in the next couple of weeks. No problem.