No. of Recommendations: 1
There is a reason why mutual funds under perform, churn. No one should ever have invested in Netflix, as an example, at any point in time.

No one should have invested in AOL, at any point in time.

That is until after the company was mature and dominant and even then it is way overvalued.

No one should ever have invested in Arista either, Cisco you know. And Arista now downgraded due to a "resurgent" Cisco. Interview on CNBC. Still emphasizing the hardware, although 80% of its engineers are now software, and they may buy other companies.

How much can Cisco cut into its losses to Arista when Arista is selling routers at 1/10th the cost.

We shall see.

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