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Baron Funds Comments on Infoblox
Posted by: Holly LaFon (IP Logged)
Date: August 23, 2012 03:01PM
From Baron Funds' second quarter commentary:
Infoblox, Inc. (BLOX) is the market leader in providing essential network services that enable connectivity to Internet Protocol (IP) networks. Infoblox's solution addresses the difficult challenges of modern networks, such as "bring your own device" (i.e., employees bringing their own iPads and notebooks to work and demanding connections to their employers' networks), cloud architectures and web-based applications.We think the strong demand for Infoblox's products will drive over 20% revenue growth for at least the next few years.
Guru Discussed: Ron Baron: Current Portfolio, Stock Picks
Stocks Discussed: BLOX,
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