Out Fox The $treet

It wasn't that long ago that another analyst was busy slamming RVBD saying that checks showed CSCO taking share. Guess that just isn't the case. RVBD is the dominant player in their sector and CSCO has too much other areas to focus on. It also explains why RVBD managed to hold up well in the recent selloff. The market knows! 09-Jul-09 09:02 RVBD Riverbed Technology: RVBD should post strong quarter; Cisco's WAAS mgt software encounters issues - Stifel Nicolaus (21.55 ) Stifel notes that their checks show RVBD should post a strong quarter, beating their est of $93 mln and $0.14 (in line w/consensus). They believe momentum was strong in the service provider and system integrator verticals, their checks show that ahead of releasing a blade for HP's ProCurve switches (at year-end), HP is aggressively pushing RVBD through its sales channel. They expect momentum with HPQ to continue through the course of the year. Their recent checks show that CSCO is not being as aggressive i...

Riverbed (RVBD) announced after the bell last night that they would easily exceed Q4 estimates. Very impressive considering the environment. Even more impressive their revenue was up 20% as compared to last year. Like another of our favorites FCStone (FCSX), it's very impressive when a company can still grow in this environment. These stocks should rally strong when the market turns around. RVBD focuses on WAN optimization which helps workers be more productive and reduces costs. All important concepts when every company is laying off employees left and right. expects fourth quarter fiscal 2008 revenues of approximately $91 to $92 million, representing a Riverbed® record for quarterly revenue, and approximately 20% growth over the same period one year ago. Fourth quarter GAAP EPS is expected to be in the range of $0.29 to $0.33 per diluted share. GAAP EPS estimates benefit from the expected reduction of the valuation allowance on Riverbed’s deferred tax assets. Fourth quarter non-G...