F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 282.39

+1.3%

Feb 10 3:59 PM EST

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To: puborectalis who wrote (918)	5/8/2000 7:38:00 PM
From: Czechsinthemail	Read Replies (1) of 1801

Stephen, Thanks for the Bear Stearns info. Interesting that Cisco, which seemed to be ruling the world on Friday, came down pretty heavy today -- it dropped 7.4%. Although Cisco is an excellent company, I think it exemplifies the market risk inherent in companies priced very high relative to their earnings growth. Heaven help them when they don't beat estimates by a penny. In contrast, FFIV has been so badly beaten that it has reacted to all the conceivable bad news as well as anything actual. That gives it a much better upside potential over time. Given a pretty negative market environment for tech stocks today, FFIV held in pretty well.

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