Networking Hardware: Estimates Still Ratcheting Lower

The Q1 earnings period could be a tough one for networking equipment companies; estimates for the likes of Cisco (CSCO) and Juniper (JNPR) in particular have continued to edge lower. William Blair analyst Jason Ader this morning weighed in with updates on those two stocks and a couple of other following a late March survey with 36 VARs in the U.S. and the U.K. Ader joined the chorus of estimate cutters; but he sees improvement on the horizon.

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