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Technology Stocks : F5 Networks, Inc. (FFIV) -- Ignore unavailable to you. Want to Upgrade?


To: quist who wrote (105)7/14/1999 3:48:00 PM
From: speedbot  Read Replies (1) | Respond to of 1801
 
Considering what a monster Cisco is, future acquisition of the lead technology within the group would seem the logical approach. Outsourcing their R&D. CSCO could absorb F5, Alteon & Foundry with their loose change.

More critical in the short term, FFIV seems to have completely fallen off the infrastructure sector strength. RBAK +11 1/2, BRCD +9, JNPR +10 1/2 & CMTN +13. FFIV just +3 on microscopic volume. The hiring of StreetConnect has so far proven to be a major mistake. They have done absolutely NOTHING. The street holds zero perception of F5.

We may be their only source of marketing IMHO.



To: quist who wrote (105)7/14/1999 7:04:00 PM
From: speedbot  Read Replies (2) | Respond to of 1801
 
Relative value among top infrastrucure plays.
___________CSCO_______JNPR______RBAK______BRCD________FFIV
Price______65 5/16____132 1/16__158 1/2___110 7/8_____53 7/16
OShares____3.22 Bil___49 Mil____21 Mil____25.7 Mil____17.9 Mil
Float______3.16 Bil___4.8 Mil___2.5 Mil___3.25 Mil____3 Mil
Marketcap__210.3 Bil__6.47 Bil__3.22 Bil__2.84 Bil____956.5 Mil

Happy trading.