WHICH ARE THE HOT IPOs? Message Board

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Technology Stocks : WHICH ARE THE HOT IPOs?

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To: Carl R. who wrote (13)	5/31/1999 11:19:00 AM
From: Topannuity	of 33

>>F5 Networks: Growing at 350% a year, this company has some potential. Their biggest problem is that Sales & Marketing expense is 79% of sales. They use multiple distribution channels through industry resellers, OEMs, system integrators, ISP's, and other channel partners. Thus I wonder to what extent these costs will fall. Until such time as it does, I see little hope of their loss margin falling significantly. If their sales expense represented a large, highly trained sales force I could see rising sales bailing them out, but given the structure of their sales I'm not so sure. Can anyone comment on this? Carl- I'm on the fence about FFIV too, although the strong Sales growth is attractive. Also H&Q IPOs have had relatively stable to strong performance, and H&Q seems to underwrite software companies which perform well. My main concern is that I dont know if FFIV is the "first-mover" in its field and that there isn't much "buzz" about FFIV anywhere. Even the FFIV thread only has 3 posts, none of which give encouraging info. I may only request 100 shares in one account to be safe.

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