Ari Bensinger

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  www.businessweek.com/technology/content/oct2008/tc20081 - [Cached Version]
  Published on: 10/19/2008    Last Visited: 10/20/2008  

  "There is going to be significant sales weakness over the next couple of quarters," says Ari Bensinger, an analyst with Standard& Poor's.

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  www.theoutlookonline.com/us_world_news/story.php?story_ - [Cached Version]
  Published on: 9/12/2008    Last Visited: 9/13/2008  

  While routers and switches are still the core of Cisco's business, Standard & Poor's analyst Ari Bensinger said that with the company already the dominant vendor in those areas, interest is shifting to other areas.
  
  "Routing and switching ... there's not much room for more market share in terms of those markets," said Bensinger."They're basically mature."

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  www.businessweek.com/investor/content/oct2007/pi2007103 - [Cached Version]
  Published on: 10/30/2007    Last Visited: 10/31/2007  

  "The quarterly sales increase was one of the strongest revenue growth rates that we have seen from the company in some time," says Ari Bensinger, an S&P equity analyst.Avaya's sales are very broad-based, so "it shows that enterprises are spending," he said.
  ...
  Cisco has such a vast product line that it will inevitably benefit as communications traffic grows and becomes more sophisticated, according to Bensinger.The company is particularly interested in capturing the rising demand for video traffic, Bensinger says, and takes every opportunity to highlight its work in the area.While it's still in "the beginning stages," video traffic "is probably the most important growth driver for the future," he says.The stock is ranked 4 STARS (buy) by S&P.
  
  Seattle-based F5 Networks should also be able to capitalize on the growing traffic trend.The company is the leader in application delivery networking, or the delivery and use of software programs over a network.F5's network switches can analyze data traffic and deliver it to a group of connected servers in ways that enhance the performance of the entire system."Companies want more intelligence in the network.They want their routers and the switches to do more, with added applications like wireless access, security, and traffic optimization," says Bensinger, and F5 products specifically target those needs.F5 is also ranked 4 STARS.
  
  Netgear focuses on small- and medium-sized business customers, as well as home users of networking equipment.The company makes more "low-end products at attractive pricing points," says Bensinger, but he thinks the business will pick up as customers install new wireless networks.Netgear carries a ranking of 5 STARS (strong buy).
  
  The last large-scale round of communications upgrades was in 1999, Bensinger says.Most networking products, including switches and routers, are only designed to last for five to seven years, so most of that equipment is nearing the end of its useful life."Businesses can only postpone these upgrades for so long," he says.

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  origin.businessweek.com/mediacenter/ram/2001bw50/abensi - [Cached Version]
  Published on: 5/23/2001    Last Visited: 12/20/2003  

  S&P's Ari Bensinger
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  S&P's Ari Bensinger

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  www.financial-planning.com/asset/article/574121/everyon - [Cached Version]
  Published on: 4/29/2008    Last Visited: 4/29/2008  

  Telecom equipment is not immune to investor angst either, says Ari Bensinger, an equity analyst at S&P. (None of the analysts own or have any interest in any stock in this sector).
  
  Bensinger believes that the February announcement from Cisco Systems, a sector bellwether, warning of a softening in enterprise spending blanketed the telecom equipment market with malaise.And Bensinger says he believes that's contributed to "not sexy, low-digit growth" in the sector, which will continue well into 2008.
  
  For investors, Bensinger suggests staying with mature legacy and maintenance equipment standbys, including Cisco and networking firm Ciena.

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  techconfidential.thedealblogs.com/hardware/ - [Cached Version]
  Last Visited: 4/18/2007  

  Forbes, which reported the downgrade, said that S&P analyst Ari Bensinger was finding it harder and harder to be encouraged by rising sales alone, when the company still had such steep losses.In the latest quarter, the company reported a net loss of $42 million, or about $3.7 million, after certain one-time costs were excluded.
  
  "We see many challenges ahead for JDS, including executing its restructuring, integrating Acterna and achieving sustainable optical revenue growth," Bensinger wrote.

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  www.businessweek.com/investor/content/apr2007/pi2007040 - [Cached Version]
  Published on: 4/9/2007    Last Visited: 4/23/2007  

  by Ari Bensinger From Standard & Poor's Equity Research

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  www.businessweek.com/investor/content/may2007/pi2007050 - [Cached Version]
  Published on: 5/9/2007    Last Visited: 5/11/2007  

  Analyst: Ari Bensinger
  
  Cisco posts April-quarter EPS of 31 cents, vs.

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  www.investors.com/editorial/IBDArticles.asp?artsec=17&i - [Cached Version]
  Published on: 2/29/2008    Last Visited: 3/1/2008  

  Ari Bensinger, an analyst at Standard & Poor's, says the company could beef up its video capabilities."Cisco's advantage is that its financial profile is one of the best in the industry," Bensinger said.

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  www.forbes.com/home/personalfinance/2008/01/15/microsof - [Cached Version]
  Published on: 1/15/2008    Last Visited: 1/17/2008  

  Standard & Poor's analyst Ari Bensinger wrote in a client note that, with recent high turnover in several senior officer posts, he thinks the company needs to better stabilize its management group, especially as it is looking to expand into the competitive enterprise market and improve its operating margins.

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