My question is from Coleman's Aspect of Symmetry, on the large $N$ approximation.
We will consider the $O(N)$ version of the $\phi^4$ theory. Its Lagrangian density is given by: $$ \mathcal{L}=\dfrac{1}{2}\partial_\mu\phi^a\partial^\mu\phi^2 - \dfrac{1}{2}\mu_0^2\phi^a\phi^a-\dfrac{1}{8}\lambda_0\left(\phi^a\phi^a\right)^2, $$ with $a$ ranging from $1$ to $N$. The tree approximation to the scattering of $a$ mesons to $b\neq a$ mesons is of the order of $\lambda_0$; this is clear.
My misunderstanding comes from these two second order Feynman diagrams:
Coleman argues that the first diagram is of order $\lambda_0^2 N$, and this is clear because it's the second order approximation and you sum over all possible intermediate states to get the $N$.
The second diagram, Coleman continues, is of the order $\lambda_0^2$, without a factor of $N$.
My question is: why? Are we still not summing over all intermediate states to get the factor $N$?