$FB said that it expects YoverY growth rate for FY16 total GAAP expense to be approx. 30-40% and capital expenditure is expected to be in the range of $4-4.5Bil. Amortization expense is expected to be approx. $700-800MM for 2016.
$JNPR said its routing business has always depended on large deals
across the telco and cloud verticals and therefore has always been lumpy. Routing
is a flattish type of overall market opportunity for the company and $JNPR
believes it can compete in this environment by taking modest market share with
$JNPR stated that it was pleased with the performance in the Switching
business in 1Q17. A big driver of this performance is in the data center and is
mainly related to the deliberate focus strategy which applies to the large
cloud providers and other verticals. $JNPR believes the Switching business will
be a big growth driver in the long-term.