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Re: CIEN downgraded to SELL
by UBS
I believe that Facebook slowing down purchases of equipment have
had a negative sales effect on Arista as well as Ciena. Not
sure there are any other connections between Arista and
Ciena. Arista is a direct competitor of Cisco, not so much
Ciena.
I presume the Facebook slowdown is for their Datacenters.
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