No. of Recommendations: 1
I bought more ANET after the report. Wow, is all I can really say.
They managed 50% growth in the face of their largest vertical stumbling a bit!

Don't know what the market will do with all of my companies, but when they are performing really well, I just don't seem to care of market perceptions. Sometimes I'm off base on this. But it allows me to invest easily over the long term.

Go Apple, go Arista...a nice day today.

Take care,
A.J.
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