EFTA01462408Set 10
2014-03-0274p15,877w
Telco and in
Next-Gen
Security following our MWC and RSA conference meetings. Our key insight on
F5 is
our higher conviction on the company's next-phase growth opportunities ... telcos in Europe, China, and in Latin America.
On the mobile networking side, a key insight from our MWC conversations with
Cisco
management was the focus on readying the company ... Bank Securities Inc.
EFTA01462432
2 March 2014
Wireless Equipment
Signals to Noise (S2N)
Our key insight on F5 is our higher conviction on the company's next-phase
growth
opportunities
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462408.pdf