F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 261.00

+1.6%

10:57 AM EST

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To: gloff who wrote (1141)	7/15/2000 1:39:46 AM
From: Naggrachi	Read Replies (1) of 1801

<<In those 4 days FFIV is up 25% while CSCO is unchanged.>> You still don't get it. If CSCO moved up 25% that would add 100 billion in market cap while FFIV's move added about what? 50 million? (I know I'm being conservative) Too lazy to check on the S/O. The whole point is that you CAN NOT compare FFIV to CSCO. BTW, when I replied to you 4 days ago CSCO was at 61+, today it's at 68+, that's alot of market cap added to the company in four days, no? Part of the reason the street is pricing FFIV so low because they fear that technology may make their products obselette (did you hear what that CNBC anal ist had to say on the 4th of July when a viewer called in and asked his opinion of the company?) With CSCO, the company is at the fore front of technology with a divrsified product line that the street doesn't worry about that sort of issue. Hence why the street is pricing the two issue differently despite the growth rate (40% vs. 200+% The two cannot be compared. Long term, traffic managment is where it's at. The company with the best products wins. Can FFIV stay in the cutting edge? Or is new hardware switching incorporating the same functions as FFIV's products? BTW, I think you may have made a mistake selling a portion of FFIV. Long term this company has a bright future, I think.

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