Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Share of voice and video conferencing technologist Polycom
So what: Polycom's first quarter beat analyst targets on all points with non-GAAP earnings of $0.48 on $344 million in revenue. Business was better than the previous quarter, which runs athwart normal seasonal patterns.
Now what: You knew that video conferencing was big when Cisco Systems
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