Riverbed has 2500 employees, generated $261M of revenue last quarter, is on a run-rate to surpass $1B in revenue in 2013, and yet only has a market cap of $2.79B (as of today). What gives? On top of that, Riverbed’s
Watching the public fight between Aryaka and Riverbed brings back good old memories. It feels like the days of Oracle vs. Microsoft, Oracle vs. SAP and Oracle vs. Peoplesoft. Sometimes it got nasty but it was a boatload of fun
Akamai’s recent acquisition of Prolexic is right on the money. It’s a great buy that extends their existing security portfolio by a magnitude of 3x. Prolexic is a heavy hitter in the DDOS protection space and miles ahead of the
