https://www.cnbc.com/2018/07/13/aws-network-devices-report-cisco-juniper-fall.html

Networking company stocks fell off Friday following a report by The Information that Amazon Web Services is considering selling its own network switching devices.

Cisco dropped 5 percent, representing a loss in stock value of roughly $11 billion. Juniper gave up more than 3 percent. Arista Networks dropped nearly 6 percent, and F5 Networks dropped roughly 2 percent. Broadcom, which makes chips used in switching devices, was down nearly 3 percent on the day following the report, extending a rough week for the stock.