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Acme Packet's (APKT -18.4%) Q4 bombshell is leading to broad-based weakness in networking...

  • Wednesday, January 4, 2012, 9:31 AM ET
    Acme Packet's (APKT -18.4%) Q4 bombshell is leading to broad-based weakness in networking equipment names, as the company's soft guidance and comments about soft demand from North American telcos lead to fears of a weak 2012 capex environment. JNPR -4%. FFIV -3.5%. RVBD -2.6%. ALU -5.9%. ERIC -3.6%CSCO -1.1%. ARUN -3.8%.
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  • Let me get this straight. B/c big customer T was distracted with a failed merger, we're suppose to believe that RVBD had problems as well. Opco already did channel checks showing strong demand. Incredible!
    4 Jan 2012, 09:45 AM Reply Like
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