Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Arista Networks target raised to $130 at Needham — 11th beat and raise, and this one was big (100.17)Needham raises their ANET tgt to $130 from $110 after ANET «crushed» the CY4Q quarter, posting EPS 40% above our forecast, resulting in a sharp increase in estimates for CY17 and CY18. The strong guide for CY1Q of 32-34% growth looks to us to be a clear indication of accelerating demand from Web 2.0 scaled-out players. Firm thinks this is a reaffirmation of the 25G/100G upgrade cycle in Data Comm and a strong indicator of robust CY17 growth for Arista. Firm also thinks Arista is making major share gains against Cisco. <strong>They also think ANET's strong performance has positive implications for Data Comm-oriented names such as FNSR, OCLR and FN, and to a lesser extent LITE.</strong></td> </tr></table>"