F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 262.66

-7.1%

12:23 PM EST

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To: Lane Hall-Witt who wrote (906)	5/8/2000 11:09:00 AM
From: David E. Taylor	Read Replies (1) of 1801

Lane: I agree with your point, and in fact it was F5's deal with Dell to incorporate F5's technology into Dell's servers that got me back into F5 in the low 60's -- unfortunately a little early in light of the recent drop off in the stock. So even though the 3Com agreement will likely amount to nothing, the Dell agreement will (IMO) have a large impact on F5's revenues. Dell obviously believes that F5 adds value to its server line, and Dell isn't the kind of company to link up with losers. So, I'm going to hang in with my small presently underwater position for a couple of Q's at least to see how all this plays out. May add some when the smoke clears a bit. David T.

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