Out Fox The $treet

Aruba Networks ( ARUN ) has long been an interesting stock. The provider of next-generation network access solutions for mobile enterprises had a serial issue with diluting away the strong revenue growth. It reported Q2 2013 earnings that exceeded the market estimates, sending the stock higher in aft er-h ours trading. Previous research for this article (see Aruba Networks: Revenue Growth Disappears In Thin Air ) had suggested ignoring this stock until revenue growth actually flowed to the bottom line. Back then; the company had 34% revenue growth in the December 2011 quarter that lead to earnings only increasing from $0.14 to $0.16. Has management finally changed the tune to suit shareholders? Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclosure page for more details. 

After a few months of weakness since the  disappointing guidance  of F5 Networks ( FFIV ) back in mid January, most of the networking cloud stocks have been under pressure. It tends to be a normal pattern for new disruptive services to go through extreme highs followed by lows that shake out longs. The pattern will repeat several times over the next couple of years as cloud computing becomes mainstream. FFIV is now down 35% from its highs back in January. Have the future prospects really changed that much? Read the rest of the article on Seeking Alpha .  Disclosure: Long RVBD and RDWR. Please read the disclaimer page.