Juniper Networks (JNPR) earnings beat expectations due to strength in their switches business.  This should bode well for Cisco (CSCO) which is one of our larger holdings.  Government spending has been light particularly in Europe which was expected.  I’ll be interested to see if Cisco is still winning market share from Juniper which we’ll find out when they release their earnings.

http://www.bloomberg.com/news/2012-04-24/juniper-surges-after-first-quarter-revenue-tops-estimates-1-.html

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