Thursday, October 6, 2011

Is Acme Packet's Bad News Actually Good News?

After the bell Tuesday, Acme Packet (APKT) reported disappointing numbers for Q3 due to the delay of a major order until Q4. The company actually reaffirmed guidance for 2H making us ponder whether the supposed bad news is actually full of good news.

The stock has already been cut in half since the April $84.50 high yet the worse it can offer the market is that one of the top two service providers in the U.S. delayed a major order until the first part of Q4.


Read the full article at Seeking Alpha.


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