Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of Acme Packet
So what: The report appears to confirm earlier comments from CEO Andy Ory about a large deal shifting into the fourth quarter from the third. Most seem to believe the customer in question is AT&T
Now what: At the time, Ory described the deal as "very large" and controlled by "one of the two largest service providers in North America," meaning either Ma Bell or Verizon
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