Recently, there have been a spate of articles depicting Aruba Networks (ARUN) as just another player in the Wi-Fi space. Many of these detractors focused on GAAP losses, high executive compensation costs due to higher than normal stock option grants, and increasing competition from lower cost providers in some segments of their business. There is definitely some merit to these criticisms. And ARUN is attempting to address these concerns.
But the 'Big Picture' tells a completely different story. First, let me state that my technology comprehension of the competitive landscape is somewhat limited. I am not a 'techy'. So there will be very little discussion here of whose technology is more cutting edge and why. But the basic...
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