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Riverbed Technology

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  1. We Learn From History That We Do Not Learn From History

    Citrix Systems CTXS announced first-quarter results that were within the range of our own forecasts. However, because of an ongoing investigation into stock-option backdating, the company has been unable to file its 2006 annual report. Although we anticipate increasing our fair value estimate by a ...

  2. The Search for Creative Destruction

    Wasatch's Sam Stewart looks for companies that do things so differently that they can change an industry forever.

  3. Five Mutual Funds on the Rebound

    Are these comeback kids for real?

  4. Our Outlook for Technology Stocks

    High-quality large caps offer the most compelling valuations.

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