Guessing these will be worth reading.
The Road To 400G Ethernet Is Paved With Bechtolsheim’s Intentions
Looks like a good article. I look forward to reading it.
… “If you asked Ita [Brennan, our CFO] and me whether we would have 50 percent growth increases in 2017, we certainly did not forecast it,” Ullal said. “It came upon us suddenly because the cloud titans suddenly had a use case and an application. So, when we look at the overall year and when we look at how to plan the year, just like we did in 2017, we think a growth rate in the 20 percent to 30 percent range with an average of 25 percent is a very, very good growth rate. It is not cautious. It is realistic. And if something really good happens beyond that, that’s great. Or if something really bad happens, we will let you know. Hope is not a strategy. This is our best effort at predicting what that growth would be.”
There’s also a new Seeking Alpha article to peruse. Arista Networks is a Buy Again:
With the decline, and a bit more commentary on the nature behind the conservative guidance (bolded in the excerpt above), Arista is getting close to being a great value. I’m tempted to consider getting a 5th “3rd” soon.