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Wi-Fi networking equipment sales rose 14% Y/Y in Q4, estimates Dell'Oro. CSCO is believed to...

  • Wednesday, February 29, 2012, 1:33 PM ET
    Wi-Fi networking equipment sales rose 14% Y/Y in Q4, estimates Dell'Oro. CSCO is believed to have a majority of the lucrative enterprise market, and is followed by ARUN and HPQ. It's also noted that shipments to service providers rose 170% Y/Y (indirectly a positive for WIFI) and BelAir Networks, recently acquired by ERIC, is the leading provider of outdoor "mesh" Wi-Fi gear.  (Q3 data)
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    Section 179 100% depreciation expiring at the end of 2011 probably pushed some of those sales. Pulled them from 2012 as yesterday's weak durable goods numbers may have indicated.
    29 Feb 2012, 02:08 PM Reply Like
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