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Here is the Rivkin Reports Update

While today's market is being led lower by the very poor night on Wall
Street, one of our favourite stocks (with a pristine track record of late)
has let us down with a big earnings downgrade.

It seems that in an effort to keep up with its aggressive earnings growth
record it is at a point where it is spending hard in order to manage that
growth and the revenue side of the equation is not keeping up.

The downgrade from its own numbers for the FY08 year is aggressive. The
share price fall has been massive this morning, and we would like to get
some more information from the company before deciding whether to sell or
not.

We will update you as soon as we have more information.