Riverbed's billion-dollar Opnet buy could pay off big, analysts say

01.11.2012
Despite a substantial decline in Riverbed's stock price after the news of its this week, industry experts say that the buyout leaves Riverbed in a uniquely strong position in the arena.

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For Forrester Principal Analyst Andre Kindness, the deal represents a recognition that Riverbed will need to transform itself in the future.

"Honestly, I think it's brilliant. ... The reality is, hardware companies have to transition into hardware/software companies, and that's the only way they're going to live," he says.