Out Fox The $treet

FireEye trades near the all-time lows after an executive change and ongoing negative margins impact investor sentiment. The valuation is more compelling after a long period of trading at irrational values. . The sector offers opportunity as the threat environment is in a lull. . The downturn in FireEye (NASDAQ: FEYE ) this year corresponds to a couple of issues with the stock and the sector. The confluence of issues might signal a shift in the stock going forward. Read the full article on Seeking Alpha.  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

After the close Tuesday night, Riverbed Tech ( RVBD ) reported inline earnings and revenues that were slightly lower than estimates. The stock was crushed in after hours as traders overreacted to the revenue disappointment and ignored the record margins. The encouraging news was RVBD reporting record gross and operating margins. This means that RVBD wasn't cutting prices to just make the estimates. If anything, it backs up the claim that weakness in EMEA was as much about closing deals as competition. Other good news was that it used a part of its $611M cash hoard to invest in two new companies, Aptimize and Zeus Tech, that will be accretive in 2012. Also, US product sales grew by 50% and sales would've met the midpoint of analysts estimates if it had been able to ship the surge of orders in the last few days. Read the full article at SeekingAlpha.com.  Disclosure: Long RVBD in client and personal accounts. Please review the disclaimer page for more details.