Riverbed (RVBD -3.2%) gradually sold off after Wunderlich raised concerns about the impact of...

|About: Riverbed Technology, Inc. (RVBD)|By:, SA News Editor

Riverbed (RVBD -3.2%) gradually sold off after Wunderlich raised concerns about the impact of Cisco's (CSCO) ISR-AX integrated services routers, which include WAN optimization support. Cisco claims its solution, which places ISR-AX routers in data centers and relies on software to provide WAN optimization to branch offices, is 20%-35% cheaper than solutions (such as Riverbed's) that place appliances in branch offices. Riverbed, which has fended off Cisco's integrated offerings thus far, will doubtlessly argue dedicated hardware yields superior performance.