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A common thread to the market-pleasing earnings reports delivered by F5 (FFIV +11.3%), VMware...

A common thread to the market-pleasing earnings reports delivered by F5 (FFIV +11.3%), VMware (VMW +4.4%), and Mellanox (MLNX +43.5%) is that bulls have predicted each company would benefit (I, II) from Intel's (INTC) Romley launch. Thus the reports could indicate other enterprise IT names expected to benefit will also deliver solid reports. Certain peers are rallying: RVBD +3.6%. RHT +2%. CTXS +1.9%.
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