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

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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Comments (2)
  • Whitehawk
    , contributor
    Comments (3129) | Send Message
     
    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
  • TwistTie
    , contributor
    Comments (2476) | Send Message
     
    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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