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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: Czechsinthemail who wrote (955)5/12/2000 4:05:00 PM
From: James Calladine  Read Replies (5) of 1801
 
IS IT GOOD ENOUGH FOR A LITTLE COMPANY?

``Sales growth momentum and strong margins have enabled F5 to sustain profitability despite a continuing ramp-up in infrastructure to support our growth,'' added Mr. Hussey. ``We expect that F5 will deliver sequential quarterly sales growth in the low to mid teens, and continue to post profits and positive cash flow in the second half of fiscal 2000.''

If we accept that low teens is 13%, then compounded this works out to 63% or so annually.

Just a few days ago, CSCO recorded a sales increase (Quarter over Quarter) of 55%! CSCO is a HUGE company, enormously larger than FFIV. Sales increases of this magnitude are not easy if you are huge, and are MUCH easier if you are a small startup (like FFIV)

I believe the market is telling us (relative to Mr Hussey's comment): "NOT IMPRESSED!"

I am long FFIV (much more than I now wish), and hope that this basically good company can succeed. Right now, it looks to me that they should be grooming themselves to be an acquisition candidate for somebody like NT, ALA,
Marconi or LU.

I am also still smarting at how the insiders looked after their interests so nicely, and left the shareholders standing.

What do others think?

Best wishes,
Jim
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