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 network efficiency expert Riverbed Technology (Nasdaq: RVBD) looked highly inefficient today, falling as much as 10% on heavier trading than normal.

So what: Oracle's earnings miss made investors nervous about enterprise IT spending, which cuts directly at Riverbed's core markets. Then CNBC poured kerosene on the fire by comparing Riverbed's market prospects in 2012 to Netflix (Nasdaq: NFLX) in 2011, which conjures up some scary charts.

Now what: When only 6% of the float is held by retail investors like you or me, some negative airtime on CNBC or Bloomberg TV can cause a stampede at the exits -- there just aren't that many active buyers and sellers available. That doesn't mean Riverbed's business is broken, but this stock does trade for a very rich 66 times trailing earnings. A few adjustments along the way may be expected, but the destination stays the same, as efficient networks have become sort of a holy grail for IT managers.

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