Acme Packet's (APKT -18.4%) Q4 bombshell is leading to broad-based weakness in networking equipment names, as the company's soft guidance and comments about soft demand from North American telcos lead to fears of a weak 2012 capex environment. JNPR -4%. FFIV -3.5%. RVBD -2.6%. ALU -5.9%. ERIC -3.6%. CSCO -1.1%. ARUN -3.8%.