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Technology Stocks : F5 Networks, Inc. (FFIV)
FFIV 238.28-0.8%3:59 PM EST

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To: quist who wrote (105)7/14/1999 3:48:00 PM
From: speedbot  Read Replies (1) of 1801
 
Considering what a monster Cisco is, future acquisition of the lead technology within the group would seem the logical approach. Outsourcing their R&D. CSCO could absorb F5, Alteon & Foundry with their loose change.

More critical in the short term, FFIV seems to have completely fallen off the infrastructure sector strength. RBAK +11 1/2, BRCD +9, JNPR +10 1/2 & CMTN +13. FFIV just +3 on microscopic volume. The hiring of StreetConnect has so far proven to be a major mistake. They have done absolutely NOTHING. The street holds zero perception of F5.

We may be their only source of marketing IMHO.
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