Aruba, Wi-Fi Gear Makers Seen Competing In Software
Corporate upgrades to next-generation Wi-Fi technology will boost network gear makers, but share gains are largely already built into stocks, says Morgan Stanley. Analyst James Faucette rates Aruba Networks (ARUN), Aerohive Networks (HIVE) and Ubiquiti Networks (UBNT) equal weight, and Ruckus Wireless (RKUS) as underweight. The enterprise market — big corporate, government, education and health system customers — has the highest average selling