F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 239.56

-0.2%

10:56 AM EST

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To: Czechsinthemail who wrote (963)	5/13/2000 10:35:00 PM
From: Jack Hartmann	Read Replies (1) of 1801

Some Comparision between ARPT, FFIV, FDRY, and ATON Revenues ARPT 1.9M to 3.7M to 6.0M to 9.5M Mar00 ATON 7.9M to 12.8M to 17.1M to 28.2M Mar00 FFIV 7.6M to 13.7M to 19.2 to 23.6 Mar00 FDRY 24.1M to 38.9M to 55.1M to 70.0M Mar00 EPS ARPT (0.15) to (0.56) Mar00 ATON (0.45) to (1.20) to (0.11) to (0.03)Mar00 FFIV (0.10) to 0.11 to 0.18 to 0.18Mar 00 FRDY 0.06 to 0.14 to (0.04) to 0.14 Mar00 ARPT Price/Book (mrq) 103.39 Price/Earnings N/A Price/Sales (ttm) 20.93 Market Capitalization $4.37B ATON Market Capitalization $2.19B Price/Book (mrq*) 21.27 Price/Earnings N/A Price/Sales (ttm) 18.28 FFIV Market Capitalization $679.2M Price/Book (mrq) 8.99 Price/Earnings (ttm) 93.47 Price/Sales (ttm) 9.26 FDRY Price/Book (mrq) 37.52 Price/Earnings (ttm) 210.91 Price/Sales (ttm) 42.56 Market Capitalization $7.84B No matter how it sliced, the valuation for FFIV is cheap. Should easily be a $75 stock or higher. If CSCO is paying 5.7B for ARPT, then FFIV is easily a $60 if the lowest denominator of price to sales is used. If marketcap to sales, EPS, or Price/book is used then FFIV is over $100. The number crunchers should figure it out and funds should buy in next week. Jack

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