F5 Networks, Inc. (FFIV) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 264.50

+2.5%

Dec 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DD™ who started this subject	12/31/2003 5:45:52 PM
From: tktrimbath	of 1801

my informal semi-annual synopsis of FFIV INTRODUCTION My semi-annual stock synopses are a task I give myself every six months where I review for myself our stocks. This is not a proclamation of truth but a chance for me to record my thoughts, pass them along, and learn from others who might know more than me. I hope you find these words useful. Note that I strongly believe that for a short while, a stock and the company can have two completely different stories and understanding that difference is where an individual investor can find an advantage. FFIV Market Cap $0.7B My interest in FFIV continues based on their management, their market cap, their location near me, and their products which are winning them market share. We also hold CSCO and I look forward to FFIV grabbing some of CSCO's business. If CSCO loses a hundred million dollar contract to FFIV, it is nothing for CSCO and everything for FFIV. That will eventually happen if the FFIV story continues. I like that. I think they are a fine investment. The main reason I consider them a HOLD is because I already bought a lot during the downturn. I might even SELL some if I need cash. We do that with our biggest holdings and FFIV has managed to grab second place in our portfolio. DISCLAIMER My wife and I are LTBH (Long Term Buy and Hold) with a strong emphasis on the H. Our total churn for 2003 was to buy two or three stocks back in March and haven’t sold anything for over a year. I am NOT a professional investor or an expert in any of the topics I discussed, but that is the nature of most individual investors. I undoubtedly overlooked something great about each company and also missed some warning signal. I invest with the knowledge that no company is perfect and realize that risk and chance determine future performance as much as in-depth analysis. Of course, it has worked so far. I have been investing for over two decades and continue to learn how much I don’t know. Good luck to all.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next