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To: richardred who wrote (1215)	10/31/2012 1:04:50 PM
From: The Ox	Read Replies (2) \| Respond to of 8239

If I had to guess, it's the high price to sales ratio they are paying. Opnet has nearly doubled their sales over the past 5 years and grown EPS at a very nice clip, over 16% a year on average. So RVBD is paying a nice premium but if the combination can help them maintain a high revenue growth rate while improving the bottom line, I'd think it will work out well. During the same 5 year period, RVBD has more than tripled their sales. APKT has a strong relationship with BSFT, which is another software based communications company in the this space doing relatively well.

To: richardred who wrote (1215)	10/31/2012 5:37:31 PM
From: Return to Sender	2 Recommendations Respond to of 8239

RVBD got downgraded today as well by... Riverbed Technology Cut to Underperform From Hold by Jefferies Riverbed Technology Cut to Neutral From Outperform by R.W. Baird Great trade on ACET by the way. I mean seriously fabulous for you. Keep posting your thoughts on your trades here or even on the Full Disclosure thread when you make a trade. If you are hitting home runs like that I am going to have to do some more research on your picks myself. Great job! RtS