COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00170

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Feb 6 9:30 AM EST

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To: David Lawrence who wrote (21060)	10/17/2000 10:58:20 AM
From: Moonray	Read Replies (1) of 22053

Yes, that was me that mentioned my small interest in FFIV at the end of March and DMA added it to the April 1st portfolio (http://www.siliconinvestor.com/portfolio/detail.gsp?pid=9156791) Message 13322994 Since that time the stock has declined 56% as the NAZ declined and as earnings for year Sep. 2000 have been cut from $.80 to $.65 expected when announced this coming Oct. 26. However, the estimate for 2001 has been increased from $.90 to $.95. In addition, Cisco bought Arrowpoint and Nortel Networks Corp. has finalized its purchase of Alteon WebSystems Inc. This has spurred talk of potential suitors for FFIV: Message 14582602 All in all, I still like FFIV at the current price. However, it is quite apparent that it won't return to former prices until the NAZ re-enters a bull market or FFIV gets bought out. I now recall that you brought FFIV to my attention. Interestingly enough, both have rather similar chart patterns. Any current thoughts on F5? o~~~ O

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