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A few Cisco rivals and suppliers are up premarket after the networking giant beat estimates...

A few Cisco rivals and suppliers are up premarket after the networking giant beat estimates while reporting strong data center switch/server sales and service provider orders (albeit while cautioning the SP capex environment remains tough). Some others might move higher following the open. JNPR +3.6%. FFIV +3.2%. CIEN +3.9%. EZCH +1.2% - Cisco mentioned on its earnings call sales of its ASR 9000 edge routers, which EZchip supplies network processors for, were up 40%+ Y/Y.
Comments (2)
  • $ASR9000 sales reported on con call as +40%, which is big money flow for $EZCH, whose NP4 network processor is inside and gets paid to EZCH as 100% royalty.
    16 May 2013, 09:19 AM Reply Like
  • Ciena is where the growth is going to be, as mainstream ISP are going to have to switch to ethernet/fiber to the home (and the backhaul networks that go along with this) to compete with the ever-expanding Google fiber.
    16 May 2013, 05:34 PM Reply Like
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