F5 Networks, Inc. (FFIV) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 264.50

+2.5%

Dec 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jack Hartmann who wrote (1464)	12/10/2004 10:56:00 AM
From: Jack Hartmann	Read Replies (1) of 1801

FFIV F5 Networks: believe demand far exceeding expectations; significantly raising estimates -- Pacific Growth (44.53 ) Frim is significantly raising their revenue and EPS estimates to reflect their belief that F5 is experiencing demand which is far exceeding the company's expectations this quarter. Additionally, they believe the company will enter the March quarter with considerable backlog and is positioned for continued momentum throughout 2005. Firm is raising their Q1FY05 revenue estimate to $56M & EPS of $0.23, up from revenue of $53.7M & EPS of $0.21 (consensus $0.21 & $53.6 mln). Pac Growth's gross margin assumptions are flat at 76.5% for the foreseeable future. (Firm also notes that RDWR is struggling with sales turnover issues and is also susceptible to market share losses.)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next