Published: 15 January 2013
Analyst(s): Frank Marsala
Carrier infrastructure could see 2H13 improvement. Enterprise is driven by momentum for cloud, and mobile devices are becoming even more competitive. Company Impact: ADTN, ALU, APKT, ARUN, BRCD, BSFT, CHKP, CIEN, CSCO, ERIC, FFIV, FIRE, FTNT, INFN, ININ, JNPR, NOK, PANW, PLCM, RDWR, RIMM, RVBD, SONS.
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