Invester’ Business Daily had an article that insinuated the slowdown is related to its patent issues with Cisco and they will be spending time and resources rewriting code to work around the patents in the next quarter, but should be good to go later in 2018. “How Cisco legal battle reared its head in Arista’s Big sell-off.”
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Invester’ Business Daily had an article that insinuated the slowdown is related to its patent issues with Cisco and they will be spending time and resources rewriting code to work around the patents in the next quarter, but should be good to go later in 2018. “How Cisco legal battle reared its head in Arista’s Big sell-off.”
Yep. Tinker just posted that. It like much else here has some ambiguity to it. The first quarter’s guidance is reasonable and Arista says the certifications will be all handled in Q1, then forecast mid-20s growth the rest of the year. So, if the work arounds are done in Q1, why the potential impact to the rest of the quarters?
Arista just says that is the growth that everyone should be comfortable with basically.
A.J.
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