Analysts take the view that Arista is winning the legal battle with Cisco
Alex Henderson, Needham & Co.: Reiterates a Buy rating, and a $110 price target. “The news is good for ANET. The ITC threw out 4 of the 6 patents, and announced there will be a patent review on the remaining two, which could invalidate them. By our assessment, the potential for these patents to be invalidated under this assessment is 50-80%. In either case, ANET has already launched a workaround of one of the patents and they believe they have a workaround on the second. Further, one of these patents is set to expire in CY18 anyway. We view this as a significant win for ANET.”
Still hard to see how Cisco gets a successful outcome in the end. We know that Cisco is losing market share to Arista in a substantial way and customers are telling me that this legal spat is sign that they are “losing” and tarnishes their image.
Time will tell I guess.