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  "documentTitle": "Riverbed Technology, Inc. (RVBD)",
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  "authorName": "Elliott",
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  "presentationDate": "2014-03-11 00:00:00",
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      "kind": "callout",
      "text": "Oct. 28, 2013 - Riverbed meets Q3 FY13 earnings estimates, but misses top-line revenue expectations",
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      "text": "Apr. 29, 2013 - Riverbed misses earnings, delivering an adjusted EPS of $0.23 against an expected $0.24; CEO Jerry M. Kennelly attributed weak sales to lack of government business",
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      "text": "Jul. 30, 2013 - Riverbed meets earnings estimates, but misses on revenue and again guides below forecasts for next quarter",
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      "kind": "callout",
      "text": "Feb. 7, 2013 - Riverbed sets record revenues and hits earnings, but announces weak Q1 FY13 guidance and the resignation of its Cofounder and CTO, Steve McCanne",
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      "kind": "callout",
      "text": "Significant Underperformance Relative to NASDAQ Composite Index of 69%",
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      "text": "share price: 69%",
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      "text": "Significant Underperformance Relative to NASDAQ Composite Index of 69%",
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      "kind": "source-note",
      "text": "Source: Capital IQ, Company filings. Performance measured to 10/29/13, which represents the day before Elliott began its significant purchase(s) of RVBD stock",
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      "text": "Weak guidance and loss of key management has set the stock on a disappointing trajectory",
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      "kind": "title",
      "text": "Share Price Performance — LTM Prior to Elliott Involvement",
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      "evidence": "The peer benchmark and select public companies slides show the comparison to peers.",
      "position": 1,
      "objective": "Is the current valuation in line with peer benchmarks?",
      "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
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