Cisco's pursuit of growth has led to a lack of focus, generated fierce competitive responses from its large peers, and ultimately destroyed shareholder value. The longer it takes Cisco to accept its size and slowing internal growth rates, the higher the risk that the company damages its economic
Acme Packet is an extremely successful niche player in telecommunications equipment.
Qualcomm should see robust revenue growth as smartphones and tablets gain adoption.
A dysfunctional foundation puts Alcatel-Lucent on the back foot, even with an improving outlook.
Motorola offers sizable financial leverage and buyback opportunities without imperiling its moat.
Juniper has spent heavily during the past five years in pursuit of the enterprise market. While the firm has been gaining traction in this market, competition is intense.Juniper competes with Cisco in both the carrier router and enterprise switch businesses--two of Cisco's core strengths. Cisco's
The U.S. government is the company's largest customer and is experiencing immense budgetary pressures. This could result in program cancellations.The highly profitable MRAP business makes for tough comparisons for a portion of Fiscal 2012.Austerity measures around the world could result in
Riverbed continues to benefit from businesses' adoption of web-based software applications.
Aruba operates in a competitive environment against companies like Cisco, Motorola, HP, and numerous smaller pure plays. Aruba derives 14% of its revenue from an OEM agreement with Alcatel-Lucent. Should Alcatel-Lucent choose develop its own solution or choose another partner, Aruba's growth could
Demand for telecom equipment is very cyclical. Ciena may experience significant headwinds during a major downturn, as it has in the past.Technological innovation occurs at a rapid pace in the telecom equipment industry, limiting the value of Ciena's current technology lead.Ciena's sales are highly