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BigBro
BigBro
11/18/2013 | 6:52:40 PM
NSA Spy Scandal
"I don't completely understand why [the NSA spy scandal] should affect sales for any vendor that just happens to have equipment in some of the networks that were used for spying."

 

I think the implication is not so much about the equipment used to build the spy networks, but about worries that the equipment used to build the spied-upon networks has back doors... You know, like how "we" worry about back doors in Huawei gear.

That said, I'm pretty sure the whole NSA angle was only brought up by an analyst during the Q&A, not by Chambers & co.

 
DOShea
DOShea
11/15/2013 | 9:10:00 PM
A little optimism
I should add that Chambers was optimistic about some things, like the performance and ongoing hopes for its UCS servers, His tone during the earnings call varied between supremely confident and utterly mystified.


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