$Arista Networks(ANET)$
2/19 er
Outlook：
For the fourth quarter of 2014, we expect:
revenue between $160 and $168 million.
Non-GAAP gross margin in the range of 63% to 65% and non-GAAP operating margin in the range of 22% to 25%.

Consensus is for revenue of $166.6M (+45% Y/Y) and EPS of $0.38.

三季度beat 是因为 lock up提前了。  这个季度还有什么借口呢
Arista Drops 11% Despite Q3 Beat: Bankers Remove Lock-Ups

Insider Transactions  就CFO疯狂的卖，难道是要换CFO 吗，如果这样的话。。 就有戏看