F5 Networks, Inc. (FFIV) Message Board

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Technology Stocks : F5 Networks, Inc. (FFIV)

FFIV 264.50

+2.5%

Dec 11 3:59 PM EST

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To: Jack Hartmann who wrote (1462)	12/2/2004 12:34:51 PM
From: Jack Hartmann	Read Replies (1) of 1801

FFIV F5 Networks at CSFB Conference (47.21 +0.73) mkt penetration, co says at the tip of the iceberg in terms of opportunity as they get to optimization and deployment... distro partners include IBM, Dell, Deutsche Telecom and Cisco... 75% of revs was product revenue, 25% service revs for SepQ; 60% N. America, 40% International... revenue has been driven by demand in market... gross margins have been stable in the mid-70's range, expect to be able to maintain this level... have seen strong improvement in op margins going from 4% to 20%... have been successful with channel partners in N. America... going forward willl be reporting on a fully taxed basis... co sees Q1 revs between $52-54 mln, Reuters consensus is $53.6 mln; expect to hold gross margin in mid-70's range; EPS 0.20-0.22, Reuters consensus is $0.21; inventories perhaps going up slightly.

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