Aruba Networks, Inc. (ARUN), Palo Alto Networks Inc (PANW), Ciena Corporation (CIEN): Two Losers and One Winner in the Networking Industry

Those that offer no discernible advantages over their larger rivals, such as Aruba Networks, will eventually be crushed. Companies that spread their resources too thin and spend too heavily, such as Palo Alto Networks, will eventually sink into unprofitability. Lastly, companies that have a longer-term view of the Internet and the simpler, higher-volume components it needs to continue growing at an exponential rate, such as Ciena and Cisco, will thrive.

Leo Sun has no position in any stocks mentioned. The Motley Fool recommends Cisco Systems (NASDAQ:CSCO)

The article Two Losers and One Winner in the Networking Industry originally appeared on Fool.com and is written by Leo Sun.

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