Better Buy: Impinj vs. Arista Networks
Impinj (NASDAQ: PI) and Arista Networks (NYSE: ANET) serve different markets, but both companies benefit from the global growth of the IoT (Internet of Things) -- a system linking devices to each other and the cloud.
Impinj sells RFID (radio frequency identification) chips for tracking items, as well as the systems and software for processing the chips. It generates most of its growth from retailers, which use RFID chips to track their inventories and streamline their businesses.
Arista sells networking switches optimized for software-defined networking (SDN) solutions. It's pulling customers away from bigger companies like Cisco (NASDAQ: CSCO), since SDN solutions -- which are linked to its open-source EOS platform -- are generally cheaper and less restrictive than bundled solutions.
Source Fool.com
