F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 238.28

-0.8%

Nov 26 3:59 PM EST

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To: DD™ who wrote ()	5/12/2000 6:47:00 AM
From: gloff	Read Replies (1) of 1801

Given that Dell is now reselling F5's Big-IP software with its PowerApp appliance server, note this statement from Dell's earning release of yesterday. "Dell stressed that the Internet-infrastructure strategy it announced last month is gaining momentum. And in a release, the company trotted out a series of statistics to support that focus. Consider that global Internet-infrastructure spending is expected to reach $370 billion by 2003, according to Dell. Sales to the largest "dot-coms" have increased nearly 260% in two quarters, and in two months, Dell said its Web-hosting service has added more than 2,000 customers. Finally, citing more than $500 million in world-wide services sales (a 50% improvement from a year ago), the company also stressed that it has expanded revenue and profitability beyond its core computer business, an important point for today's PC makers. Dell said it saw a 100% increase in sales of its storage products. And the company claims it accounted for 40% of global industry growth in servers, gaining market share world-wide. Workstation sales volume increased more than 80%, which contributed to a 52% rise in the corporate-computer systems group."

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