F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 236.45

-1.0%

12:55 PM EST

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To: puborectalis who wrote (866)	5/6/2000 4:08:00 AM
From: dtong	Read Replies (2) of 1801

NEXT Q -- EARNING SHORTFALL let me show u next q3 & q4, wallst has .19 and .20 which should be in-line or too high b/c: q2 if u read the financial report in detail, u will notice that there is NO INCOME TAX and f5 earns 18c this q. my quick calculation shows that ALL losses since inception is used up now. with 10% sales increase, eps = .18 x 1.1 x (1-30%tax) = 14c only. I definitely won't be a buyer until AFTER q3 >>The big question is that are you guys still believe this company will make an earning of 74 cents a share by the end of this year and over $1 for the next year. If you believe the analysts' estimation, then there is no reason for this stock to stay in thirties just based on the PE ratio. It will be ~80 at the end of 2000 and over $100 next year. That is "Market Law". The only thing could let me sell this stock at present level is FFIV will have a negative earning in the near future. Can anyone show some strong evidence about this ? Thanks

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