On 12/9, ANET had a favorable ruling on 4 of 6 CSCO patents under review by the International Trade Commission.
http://finance.yahoo.com/news/arista-favored-itc-initial-det…
“We appreciate the tireless work of the ALJ in this preliminary decision and are pleased that she found in our favor on four of the asserted patents,” said Marc Taxay, Senior Vice President, General Counsel of Arista Networks. “We do, however, strongly believe that our products do not infringe any of the patents under investigation and look forward to presenting our case to the full Commission.”
Arista intends to request a review of the full Commission of the ALJ’s findings. If granted, the full Commission is expected to issue a final determination on this matter in April 2017. While still subject to review, Arista intends to fully address the infringement findings with design-arounds for its products.
Based on these last two patents, does anyone know what the downside for Arista would be if they loose the case in April?
Best,
bulwnkl
Long ANET