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The Cisco Effect: Street Sifts Implications for Micron, Broadcom, Arista, Juniper

Cisco's disappointing results last night in switching, routing, and security products have mixed implications for competitors and suppliers. Needham & Co. thinks an apparent slowdown in spending by Cisco customers may bode ill for others in networking and security, while Macquarie is less concerned about implications for suppliers Broadcom and Cavium.
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