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It's been a rough week for enterprise IT stocks. Many sold off yesterday following EMC and...

It's been a rough week for enterprise IT stocks. Many sold off yesterday following EMC and Juniper's reports, and a number are pressured today thanks to disappointing results and/or guidance from F5, Fusion-io, ServiceNow, and Citrix. Cloud software, big data, and networking plays are among the losers: CRM -2.1%. WDAY -5%. N -2.2%. SPLK -4.1%. RVBD -4%. PANW -2.6%. ARUN -5.2%. NTGR -2.6%. TIBX -2.8%. QLIK -3.1%.
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