jaronfitz

Fundamentally a strong buy for long term.

做多
NASDAQ:UBNT   None
UBNT is a direct competitor to CSCO. Both companies manufacture networking equipment. CSCO has long been the leader in this industry but UBNT is rising fast as the new kid on the block. Prices don't even compare and functionality is dead even. CSCO has proprietary software that requires very expensive contracts for additional features, all of which come standard with no contracts on UBNT equipment. Ubiquiti networking equipment is roughly 1/10th of the price of Cisco equipment for up front purchases. Cisco requires perpetual support contracts to receive updates, even when there are serious flaws with the software they've created.

The neutral news is Ubiquiti seems to have trouble keeping up with demand for their products. I've placed recent orders that won't be shipped for over a month due to so many large companies switching entirely away from Cisco. Unless Cisco drastically changes their business model I believe Ubiquiti will displace them in the networking industry. Check the prices for yourself. Ubiquiti is poised to offset the longstanding networking giant.
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