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

To: Jon K. who wrote (192)	7/18/1999 4:02:00 AM
From: neverenough	Respond to of 1801

Jon K., Are you comparing FFIV to BAMM, SKYM, EGGS, and ONSL? I wouldn't think so, but then again who knows. People are starting to realize that e-commerce companies are a dime a dozen. Broadband infrastructure is where it's at. Everybody wants and needs a fatter pipe, as I'm sure you understand. With FFIV's small float it doesn't take much to send it into orbit, add a short squeeze and this stock can blow through 100 before you know it. I don't think you can compare FFIV to AOL or YHOO, but you can compare CSCO to them. There are many ISP's and portals that have done very well over the last few years following in AOL's and YHOO's footsteps. I'll bet my last dollar that FFIV and the like will do just as well if not better in the broadband industry. The number of Internet users is increasing at an astonishing rate, somebody needs to direct this traffic, and create management tools to help business's manage the availability and performance of their servers and applications. Guess who has the technology to do this? The numbers of Internet users: 142 million worldwide in 1998 502 million worldwide in 2003 That's 72 million added per year or 197,000 a day. 63 million in United States in 1998 177 million in United States in 2003 That's 23 million added per year or 62,500 per day. Theres no doubt you can make money shorting these stocks on their huge spikes, but in the long run you will loose. Regards

To: Jon K. who wrote (192)	7/18/1999 6:39:00 AM
From: speedbot	Read Replies (1) \| Respond to of 1801

I did read some of your dd, (if you call that a dd), and decided to also short BRCD on Monday. If I do well from shorting BRCD, I will send you a bottle of wine. Would recommend reading more than "some" & as incomprehensible as it may seem to you, yes I'd call that dd. A BRCD short makes a little more sense at a 3.07 marketcap then FFIV's 1.23. Good luck. Appreciate your generosity & will toast to your success. :) Try my dd site: this one is for the dummies like you and myself. You're no dummy. Just a little misguided perhaps. LOL. :) Do you want to talk about internet valuation? I was there when BAMM, SKYM and EGGS were hitting 40s and ONSL at 100, take a look where they are now. (Their future potential must have diminished to 20% in 6 months) I was also there. Yes & many others with greater losses than 20%. You're using a list of internet failures & forecasting the same fate for FFIV. Again you are supporting your lack of dd on this impressive company. Are you trying to compare FFIV with AOL AMZN YHOO? Please reread my post. I referenced AOL & AMZN as future focused valuation models that are the blueprints for the entire internet sector to counter your rather dated & dysfunctional valuation model. Again with the comprehension. Thanks pal, you sure gave me a few good laugh tonight. Very gratifying to know that I brought a smile to you. Either way, FFIV vindication will be that much sweeter cause you know you'll be hearing it from me & vice versa. Good luck to us both. s