Server crashes & overloads are critical setbacks in the exponential growth of internet traffic & commerce. High availability & intelligent load balancing are the infrastructure components that are key. In this arena, FFIV may offer an outstanding long position.
Here are some success stories from their site: f5.com
FFIV over CSCO & the competition responsible for all too frequent crashes at high traffic sites ala etrade, aol, etc. etc.: f5.com
Some notable clients include: Exodus, PSINet, Real Networks, Microsoft, Ask Jeeves, Big Charts, Motley Fool, Webtrends, Hewlett-Packard, USA Today, Egghead, Knight Securities, NASA & more.
Float of 3 million is sleek & responsive ala RBAK & BRCD. Wide spreads. Great valuation relative to competition & ipo signaling first mover advantage over competing private firms responsible for your last crash. Earnings are expected mid month including an updated & more impressive client list. Growth potential via isp's, brokerages & other high traffic sites is astronomical. EBAY rumored to have solved their recent crash by enlisting FFIV.
Happy trading. |