Zeev - DRIV delivers (on line) the antivirus programs for MacAfee and/or Symantec's Norton.....if MSFT's acquisition today of that antivirus company gets traction against these guys, it's big trouble for them and DRIV....fwiw....Hob
Since investors are fairly optimistic about CSCO's earnings--its shares are up 9 cents now--DRIV shares couldn't be moving in sympathy with expected bad earnings from CSCO. And LVLT isn't in the same game.
Is it possible that some hedge fund just decided to make a buck by pushing DRIV shares lower today? Sounds a bit extreme--13% and all--but stranger things have happened.