Investopedia: Riptides At Riverved Technology

If you invest long enough, you eventually get used to the idea that there can be a big difference between what analysts say and what they do. In the case of Riverbed Technology (Nasdaq:RVBD), there's ample skepticism about the company's ability to navigate a real slowdown in its core wide area network (WAN) optimization business and successfully produce a second act in application/network performance management.

While analysts say they're skeptical, the numbers they produce in their models point to significant growth potential at the company and real undervaluation. I've learned to be more skeptical of analysts' numbers than their "body language," and while Riverbed certainly has an opportunity to resume a good growth trajectory, that outlook has to be tempered with caution about its operational and execution capabilities.

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