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UBS, which has been airing bearish comments about the telecom equipment space for a while (I,...

  • Tuesday, June 26, 2012, 5:19 PM ET
    UBS, which has been airing bearish comments about the telecom equipment space for a while (I, II), thinks RVBD, FFIV, JNPR, and ARUN are at risk of missing Q2 estimates or lowering guidance due to a weakening demand from Europe (previous) and the U.S. government. ARRS, GLW, and ADTN are viewed as relatively immune. Separately, Caris is joining a growing list of firms (I, II, III) to slash estimates for F5.
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This news story has 2 comments:

  • FFIV is the most expensive of the bunch in terms of valuation metrics and would be a short to consider. Short target: $60-$70.
    26 Jun 2012, 05:26 PM Reply Like
  • GLW is immune from a downturn because it is in the toilet and everybody wants to go there.

    Lucky for me, I am skilled at poop removal.

    Right Sweetie?
    27 Jun 2012, 11:33 AM Reply Like
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