| An article available on CNET Investor dated 8/26 and giving it's source as Bloomberg News will help propel F-5 stock in coming days. While there is nothing fundamentally new, others are beginning to process that F-5 is very undervalued, with Cisco's purchase of ArrowPoint and Nortel's purchase of Alteon at reference. The article cites market share loss to Cisco by F-5 which I question. F-5 has become much more than a simple load-balancing company and the notion of market loss is at best a distortion. The new Cacheing product of F-5 and it's new Intel- based switch, its marketing agreements with Dell and others point to new directions for F-5 which makes it a company hard to pigeon hole. Indeed, F-5's price is probably as low as it is, IMHO, because it isn't easily labeled. It's been tarred and feathered with unprofitable techs, with B-to-B's without a clear plan and general confusion about the Internet's profitability. But now, at last, perhaps more players will begin to examine this unique and highly profitable company with tremendous growth prospects. Then, patient stockholders, some long-sufferring, including insiders, will be rewarded accordingly. |
