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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns: -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (1175)	10/18/2012 1:18:01 PM
From: richardred	2 Recommendations Read Replies (1) \| Respond to of 8239

Ox: I'm also a big fan of looking at how the whole sector is performing as well as individual companies in the sector. RE JNPR-I usually don't jump in while a rumor is fresh. IMO-Beforehand and after TO rumors have died down is the time to speculate on that specific metric. As we talked earlier about that beaten up sector JNPR was in. That sector has definitely seem some buying interest from those talking point prices. As I have mentioned before, somebody big spending money on a acquisition increases speculative appeal in the group. Although realization of that specific investment point can be far from certain. Improving economic, geopolitical and specific company fundamentals help with the process if nothing is realized. My last point, IMO increases on an increased scale. IMO-That's if your willing to hold for a longer time period and you have correctly invested in a stock that fit fundamental points on all metrics. <Improving economic, geopolitical and specific numeric fundamentals> I believe the technical data is a vindication that you made the right or wrong move and great to use as a tool. I'm not totally disciplined by using only one buying metrics in my style. Since this board is about Effective Collaboration and some of us here use different methods & styles. I like to point out, many times I look at many analysis tools. Many of us can argue facts as to witch tool or tools are more important to us. I just want to try and make money. I'll leave it to others saying which can first the Chicken or the Egg. On that point I'll say if something works for you, use it! :+ )

To: The Ox who wrote (1175)	10/18/2012 1:23:22 PM
From: The Ox	Respond to of 8239

If anyone wants to know how "the game is played" (edit-intraday)...they need look no further than today. The short programs triggered by the GOOG prerelease and the subsequent action across the board, triggering selling on just about every stock I follow says volumes. It will be very interesting to see if they ramp this market back up late this afternoon. Pull up a daily chart on just about any stock and see what happens between 12:20est and 13:00. Lighter volume stocks only moved a few points but they (mostly) all moved together. There are a few exceptions....and it's much more dramatic in the stocks that are related to tech, phone or networking.

To: The Ox who wrote (1175)	10/18/2012 4:10:39 PM
From: The Ox	Read Replies (1) \| Respond to of 8239

Riverbed Technology Reports Record Third Quarter 2012 Revenue and Profits Revenue grows 10% sequentially and 15% over prior year Cash and investments exceed $670 million Press Release: Riverbed Technology, Inc. – 2 minutes 35 seconds ago SAN FRANCISCO--(BUSINESS WIRE)-- Riverbed Technology, Inc. ( RVBD), the performance company, today reported financial results for its third quarter ended September 30, 2012 (Q3'12). GAAP revenue for Q3’12 was $219 million, an increase of 10% compared to $198 million in the second quarter 2012 (Q2’12) and an increase of 15% compared to $190 million in the third quarter 2011 (Q3’11). GAAP net income for Q3’12 was $25 million, or $0.15 per diluted share, compared to $18 million, or $0.11 per diluted share, in Q2’12 and $19 million, or $0.12 per diluted share, in Q3’11. Non-GAAP revenue for Q3’12 was $219 million, an increase of 10% compared to $199 million in Q2’12 and an increase of 15% compared to $191 million in Q3’11. Non-GAAP net income for Q3’12 was $46 million, or $0.28 per diluted share, compared to $37 million, or $0.23 per diluted share, in Q2’12 and $40 million, or $0.24 per diluted share, in Q3’11. “The results we are announcing today reflect Riverbed’s position as a leader in the evolution to the software defined data center,” said Jerry M. Kennelly, President and CEO. “Sales of new products continued to ramp in the third quarter, and we saw strong enterprise growth as customers embrace Riverbed as a strategic vendor whose products deliver the best performance and highest availability.” “Healthy revenue growth and good cost control generated record profits,” added Randy S. Gottfried, Chief Financial Officer. “Cash and investments grew by more than $100 million and totaled more than $670 million at September 30, 2012.” Financial Highlights Total revenue increased 10% sequentially and 15% year-over-year to record $219 million Product revenue increased 12% sequentially and 9% year-over-year to record $145 million Record Non-GAAP gross margin of 79.6%, compared to 77.8% in Q2’12 Non-GAAP operating profit increased 26% sequentially and 10% year-over-year to record $63 million Non-GAAP net income increased 23% sequentially and 15% year-over-year to record $46 million Total cash and investments of $670 million at September 30, 2012, compared to $550 million at June 30, 2012, and $559 million at September 30, 2011 Business Highlights Upgraded Riverbed® Optimization System (RiOS®), the software that powers the Steelhead® appliance, with the addition of inbound quality of service (QoS). Inbound QoS provides the control needed over all incoming traffic to guarantee stable bandwidth with predictable levels of performance. Enhanced strategic relationship with VMware across all Riverbed product solutions Riverbed Cloud Steelhead will be further integrated with VMware vCloud Director to simplify deployment, configuration, and management of wide area network optimization-as-a-service for the Virtual Data Center Previewed a solution leveraging Riverbed Granite™ edge virtual server infrastructure (edge-VSI) to deliver higher performance for distributed VMware View environments Riverbed Cascade® will support VMware VXLAN providing IT organizations with an application-aware network performance management solution for software defined networking Integrated Riverbed Stingray™ Traffic Manager with VMware vFabric Application Director to allow customers to create application blueprints that can be used to provision and scale multi-tier applications, faster and smarter in a hybrid cloud environment Steelhead Cloud Accelerator received the Best of TechEd Award in the Cloud Computing category Launched Cascade 9.6 reinforcing commitment to the Federal market Met the testing requirements of the Joint Interoperability Test Command (JITC), a military organization under the Defense Information Systems Agency (DISA) Achieved Federal Information Processing Standard (FIPS) and the Security Technical Implementation Guide (STIG) validations Reached EAL3+ Evaluation Status under the Common Criteria for Information Technology Security Evaluation and Certification Scheme (CCS) Introduced new Whitewater® 3010 cloud storage gateway model appliance that offers four times the local storage capacity of previous models to handle larger backup data workloads for large scale enterprise requirements Named one of the Top Workplaces for 2012, according to a survey published by the Bay Area Newspaper Group, which includes the Contra Costa Times, InsideBayArea.com, the Oakland Tribune and the San Jose Mercury News