Quick take on Oppenheimer/Cisco: Concerns about weak public-sector and European demand for...

|By:, SA News Editor

Quick take on Oppenheimer/Cisco: Concerns about weak public-sector and European demand for networking gear are backed up by F5's (FFIV) CC remarks about federal deal slippage, and Riverbed's (RVBD) weak EMEA results. However, while carriers may be cautious due to macro issues, soaring online video and mobile data demands will likely prop up spending.