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: Interestingly, F5 is moving only half as much as Acme Packet today. What gives? I can't be sure, honestly, but it's possible that Big Money investors have decided last week's broad-brush downgrade of networking stocks unfairly included Acme Packet.
Now what: At least that seems plausible, unlike Pacific Crest's lumping Acme Packet in with the likes of Juniper Networks
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