TheStreet.com RealMoney
Sifting for Digital Diamonds

By Bob Faulkner

About this article:
A few months ago I wrote about Riverbed as a good candidate to have its fundamentals buck the economic downtrend. The company makes the Steelhead family of appliances (i.e., hardware/software) that accelerate wide-area-network (WAN) access. In this market, it is the industry leader. Riverbed's customers report that application performance increases 5 to 50 times prior levels along with a 60% to 95% reduction in bandwidth utilization. Consequently, an IT manager may be able to scale back to a slower and lower cost connection or avoid the need to spend on a more expensive link. Either way, those are real dollars saved. What makes the solution even more attractive is that it doesn't require a massive upfront expenditure. Riverbed offers Steelhead appliances across a broad spectrum of sizes and prices. The company's typical "purchase" is less than $100,000 and, according to IDC, Steelhead appliance customers' average return on investment...

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