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Management at Riverbed Technology (RVBD) has definitely put forth the effort to try to rally the troops and get the sell-side to take a more positive view of the company's growth potential. Given real issues in WAN optimization demand, not to mention a history of blaming "sales execution" for weak quarters and a disappointingly slow integration of Opnet, I can understand why the Street is responding with a "show me" valuation on these shares.

I have my doubts about both the quality of management at Riverbed and the company's overall business plan. While demand for performance optimization and management is not going away, I do have my doubts about how Riverbed will fare against the likes of ...

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