Equally impressive was that gross margins improved year-over-year by three points and arrive one point better sequentially. The company also ended the year with almost $350 million in cash, equivalents as well as other investments. Equally impressive is that it does not have any significant outstanding debt. With the stock trading just above $21 per share, there is a lot of potential here for a company still growing at 22%. Despite competitive pressures, Aruba's fundamentals are solid and seem poised to continue its growth momentum. Value investors with some appetite for risk should consider this as an opportunity as part of a long term hold. The stock should see $25 by the second half of the year. At the time of publication, the author held no position in any of the stocks mentioned. Follow @rsaintvilusThis article was written by an independent contributor, separate from TheStreet's regular news coverage.