Investopedia: Beware Of The Undertow At Riverbed

Shareholders in networking equipment stocks, like Riverbed Technology (Nasdaq: RVBD), F5 Networks (Nasdaq: FFIV), Juniper Networks (Nasdaq: JNPR) and Blue Coat Systems (Nasdaq: BCSI), now have some idea what it's like to be the chew-toy of a Great Dane puppy. The wild swings of the past two years, both in the businesses and the stocks, have left them shaken, chewed up and perhaps even covered with slobber. While the third quarter report out of Riverbed may look like good news, and indeed there are certainly some positives to this story, investors should be a little cautious before fully buying into this name. 

A Solid Third Quarter  
Riverbed hasn't really disappointed in a while, but investors have been put off in prior quarters by shortfalls, relative to whisper numbers and guidance that wasn't as ebullient as valuation would seem to demand. Nevertheless, Riverbed delivered 28% annual revenue growth this quarter, with 12% growth on a sequential basis.

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http://stocks.investopedia.com/stock-analysis/2011/Beware-Of-The-Undertow-At-Riverbed-RVBD-FFIV-JNPR-BCSI-IBM-EMC-VMW-AKAM1024.aspx