The bell weather in the networking industry tumbles after reporting weaker-than-expected guidance.
The company's hardware pressures are more than offsetting its software growth, and are only partly due to short-term issues. More acquisitions could be on the way.
ANET is up some 100% in the past year, so I'll wait for a pullback.
Amazon and Google likely want a minority stake in Toshiba's flash unit rather than full ownership. Deals like that could be useful as cloud giants keep growing their spending.