Cisco

According to Bhagavath, the main idea is to speed up the switch to a system approach based on the software realization and recurrent rescue. The gross margin is 55% and the net operating margin is 20-25%, though they are slightly less than expected, nevertheless they are still the key to increase in 2017-2018. The expert believe the Cisco papers will grow to $35.

CommScope

The analyst recommends Commsocpe as a mid-cap company for investments. The analysts thinks the stocks will grow 20% to $36.

Acacia Communications

Bhagavath also draws attention to Acacia Communications, the small-cap company that appeared on the market last month.

The company relies on the double digits growth rates in the segment of high speed optical networks Web 2.0 and Telcos.

Bhagavath anticipated the stock value will amount to $50.

Akamai Technologies

Akamai Technologies is a large-cap company and a leading content delivery network. It can accelerate the growth from 10-11% to 15-16% in the next fiscal year. Akamai Technologies stocks are expected to reach $72 threshold.

Arista Networks

According to the expert, Arista is ready for long-term tendencies in the sphere of routing in data centres. Next year can be crucial for Arista and the company will use the chance to take a niche among the competitors.

Bhagavarth says that Arista papers can rise to $80.