F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 256.91

-0.8%

Dec 19 9:30 AM EST

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To: Analog Kid who wrote (1337)	12/30/2000 3:59:38 PM
From: Conan	Read Replies (1) of 1801

Analog: Interesting thoughts. Earlier I mentioned on the thread that F5 reminded me of Checkpoint in 1998. Well, now it reminds me of NETA in--take your pick--1999 or 2000. I absolutely agree that management is the key differentiator. I was going to buy more but now I will sell and take a look at RDWR. What do you think of CFLO? It seems that CFLO and INKT have been hurt by F5's preannouncement. Someone in this space is going to be a ten bagger and I want to own them. But it just isn't looking like F5 at this point. Great companies don't miss by a mile. Checkpoint never did. Conan

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