Out Fox The $treet

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. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

After a few months of weakness since the  disappointing guidance  of F5 Networks ( FFIV ) back in mid January, most of the networking cloud stocks have been under pressure. It tends to be a normal pattern for new disruptive services to go through extreme highs followed by lows that shake out longs. The pattern will repeat several times over the next couple of years as cloud computing becomes mainstream. FFIV is now down 35% from its highs back in January. Have the future prospects really changed that much? Read the rest of the article on Seeking Alpha .  Disclosure: Long RVBD and RDWR. Please read the disclaimer page.