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Technology Stocks : F5 Networks, Inc. (FFIV)
FFIV 282.81+0.1%Feb 11 3:59 PM EST

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To: David E. Taylor who wrote (905)5/8/2000 10:50:00 AM
From: Lane Hall-Witt  Read Replies (3) of 1801
 
Thank you! One reason I'm not ready to buy FFIV yet, in addition to concern about the falling knife, is that I haven't DD'd the partnerships. This is obviously a big consideration--.

I think the immediate point I was trying to make stands, though: the COMS partnership is (was) designed to develop a switch that incorporated FFIV's technology into the chassis. This is a "proof of concept" that FFIV's software can be incorporated into a hardware solution -- and therefore may have value to a gear maker that's looking to acquire intelligent-networking technology.
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