Both fantastic pick n shovel plays on data with huge potential.
AAOI is a small cap so perhaps has greater upside.
ANET ain't too large yet that it can't multiply a few more times.
Both have strong balance sheets and good management.
Both have big name customers, like Amazon.
AAOI looks cheaper by traditional metrics, but it's had quite the run recently, although perhaps that doesn't matter due to the recent tech sector correction and its big run was because of sales (not hype and future growth hopes) - so well deserved actual growth.
ANET has a track record to staying ahead of the competition. Visionary founder directing the technology side of things, pretty innovative.
I'd consider buying both, but I don't like spreading my money out over too many companies (and there's only so much exposure I need to data related companies...other things interest me too)
What do you guys think?
Submitted July 09, 2017 at 07:07AM by SillySausage87 http://ift.tt/2tvE1qy
