F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 260.41

-0.1%

3:59 PM EST

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To: Michael Kim who wrote (1083)	6/14/2000 7:59:00 AM
From: Dale Baker	Read Replies (1) of 1801

A more bullish view - if total Net use keeps growing at current rates and FFIV's products are the best, it doesn't matter whether there are 500 or 50,000 dot.com customers out there. Most of the small dot.com storefront outsourced their site hosting anyway, so their expected demise won't make much difference. FFIV will still be in demand to cope with huge volume. Traffic management is traffic management. I would be more concerned if Internet penetration and usage started to slack off dramatically. But there is still a huge chunk of users in the US that aren't online yet. Wireless and post-PC devices mean they should be soon.

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