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Can Amazon Truly Hurt Networkers Cisco, Arista, Juniper?

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The Street is mulling Friday's story by TheInformation saying that Amazon.com 's Amazon Web Services unit is "considering selling its own networking switches for business customers," in competition with Cisco Systems , Juniper Networks , Arista Networks and others. Arista and Cisco shares are actually bouncing back from Friday's sell-off, with Arista up $6.13, or 2%, to $272.62, and Cisco up 90 cents, or 2%, to $42.68.


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