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MKM's Michael Genovese's checks among IT resellers indicated recent "positive order momentum"...

MKM's Michael Genovese's checks among IT resellers indicated recent "positive order momentum" for data center networking gear continued in November, in spite of bad macro news. Businesses continue to invest in areas such as 10-Gigabit Ethernet, virtualization, cloud computing, and security, and that leads Genovese to reiterate Buy ratings on CSCO, RVBD, and FFIV. (yesterday)
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  • Greg Busch
    , contributor
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    Concerning RVBD: Love the company, they are tops in the field of WAN. Hate the stock! It always seems to be in the doghouse!
    5 Dec 2011, 11:27 PM Reply Like
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