The document discusses the valuation and risks associated with the data networking sector, highlighting that stocks in this sector trade at a forward P/E ratio of 18-19x CYIS consensus EPS estimates, which is a modest premium to the market multiple. It also outlines key risks such as shifts in IT spending, competitive product launches, and technology disruptions.
doj/DataSet10/EFTA01446935.pdf
{"title":"Networking Sector Valuation and Risks","document_date":"2014-03-02","document_type":"other","key_organizations":["Deutsche Bank Securities Inc."],"reference_numbers":["DB-SDNY-0101379","SDNY_GM_00247563","EFTA01446935"]}