What Are Arista Investors Really Scared Of?

There's no question that Arista Networks (NYSE: ANET)has tapped into an important part of the technology sector. The need to provide an open-source alternativeto conventional network-development tools has provided the company with a devoted, loyal, and fast-growing customer base. Over the years, Arista has done a good job of bringing clients on board and then gradually getting them to build on their existing slate of services.

Yet despite that success, fears about slowing growth rates have led Arista shares to fall, sometimes even after what appeared to be solid quarterly performances.