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Is Riverbed Technology the Next Cisco?

Berzon is an obvious basher (probable short seller) when he suggests that RVBD is "short on cash". If he would read their FS or listen to their conference calls, he would know that RVBD has about $245 Mil in Cash and No debt and is a young company with very early profitability.


On Jan 28 01:46 AM Jake Berzon wrote:

> My contact at Cisco says that within a year Cisco routers will have
> all the functionality of the Riverbed boxes built in, completely
> eliminating the need for them. According to him, Cisco has developed
> this technology in house and are very unlikely to acquire Riverbed.
> Considering that RVBD is short on cash and is barely profitable,
> it is hard to imagine how this company will be able to survive if
> Cisco does not buy them out.

Thornburg's a Huge Bargain After Monday's Crash

Just a note to let you all know that I have been a follower of this thread since the beginning.
I don't usually spend my time reading these blogs since my previous experience on raging bull (nutty posts) during the 2001/2003 period, but happened upon this blog by accident while researching one of my large holdings RVBD. ( It is ridiculously oversold right now for a co. with $250 M cash & no debt and leader in their field)

Anyway, since last week Monday, I have traded in/out of TMA several times at a nice profit while always aware of the possibility of a complete crash. Thank you Jack for your initial intro. After reading your first post, I decided to watch and wait for the entire next day before acquiring shares.

Best regards. A group blog as suggested above is a good idea!