Seeking Alpha

UBS downgraded Aruba Networks (ARUN) today after the stock has run up with "limited upside." The old adage "add to winners, cut losers" seems anathema to sell side analysts as they cut small/mid cap winners faster than a small budget major league baseball club cutting promising young talent before they need to pay up. But I digress. ARUN is one of the best plays on the pervasive BYOD theme while ClearPass and the 802.11ac product cycles will lead to revenue and margin upside in 2014. While historically a tough investment as a pure play WLAN company, the addition of ClearPass and Instant expands Aruba's TAM, adding exposure to the mid market and the hot network access control space....

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