### Comment:
Thoughts on the impact that would have on ER? Seems they're pretty solid overall and analysts are projecting good earnings 
  
 Though on the flip side the same happened for FOXA and I got burned

### REPLY:
Earnings aren't the whole story. See: TWTR, INTC, Cisco from 3 months ago... 
  
 A lot of price is based on potential for growth. Is Cisco indospensible? Absolutely not. It is more and more common that companies are making in-house products or using open source solutions on what Cosco previously had a stranglehold on.

### END.