tag:blogger.com,1999:blog-2335748440449035592.post6810591166096280439..comments2008-01-24T18:28:35.094-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-16805908404529754972008-01-24T18:28:00.000-05:002008-01-24T18:28:00.000-05:00Ben, when I get paid for this full time I can post to your hearts content lol. I mentioned yesterday F5 NEtworks was moving huge off of earnings but it was mostly due to a stock buyback. FFIV was the first one last quarter to lead these guys down, and it looks like it is leading them up (BCSI/RVBD). They throw all these names in a bunch even though they are only somewhat related. I assume the JNPR news tonight will also help as people tend to view them all as "networking stocks" as opposed to differentiating the products. RVBD made a heck of a move but its just making up a lot of lost ground - ground lost unfairly I believe. But I could say that for the entire portfolio. Panic puts things at some strange valuations. If we get another day like this I might need to lighten up in that space because of risk of earnings blowup. I think these stocks are undervalued but they could be +25% or -25% after earnings... 50/50% chance. And I don't like 50/50 - otherwise I'd just go to Vegas. So maybe we'll get a nice run here in the next few days to add to todays 20% spike.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-83674742675833923352008-01-24T18:11:00.000-05:002008-01-24T18:11:00.000-05:00Nice pop in RVBD today. I was hoping you'd write about it so I didn't have to parse all the news articles myself ;) But with the amount of posts you make every day I suppose I can't blame you!Benhttp://www.blogger.com/profile/01001242150400508914noreply@blogger.com