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Companies that stand to benefit from those areas include Aruba Networks (ARUN), Cisco Systems (CSCO), Citrix Systems (CTXS), Mellanox Technologies (MLNX) and VMware (VMW), Pacific Crest says.On the downside, the tech area expected to see the biggest spending decline in 2013 is network security, including firewalls, unified threat management and intrusion prevention systems.
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