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


To: J. M. Burr who wrote (197)7/18/1999 4:28:00 PM
From: gridiron 99  Read Replies (1) | Respond to of 1801
 
I'm currently doing research on F5. Can someone tell me if my memory is correct. Did F5 used to trade on bulletin boards for a number of years, and only went on Nasdaq in early June ? Or it only went IPO in early June ?

Thank you very much.



To: J. M. Burr who wrote (197)7/18/1999 5:28:00 PM
From: speedbot  Read Replies (1) | Respond to of 1801
 
Notice the customer growth in about a single month.

An excerpt from their pricing date business description on 6/4:
F5 is a leading provider of integrated Internet traffic management solutions designed to improve the availability and performance of mission-critical Internet-based servers and applications. Our proprietary software-based solutions monitor and manage local and geographically dispersed servers and intelligently direct traffic to the server best able to handle a user's request. Our products are designed to ensure fault-tolerance and provide timely responses to user requests and data flow. Our BIG/ip-Registered Trademark- and 3DNS-TM- Controllers, when combined with our see/IT-TM- Network Management Console, help organizations optimize their network server availability and performance and cost-effectively manage their Internet infrastructure. Our solutions are used by organizations who rely on the Internet as a fundamental component of their business. Our customers include Internet service providers, such as Exodus Communications, PSINet, MCI WorldCom, e-commerce companies and many other organizations that employ high-traffic Internet sites. Since shipping our first product in July 1997, we have sold our products to over 290 end-customers.

Motley Fool coverage dated 7/15:
F5 Networks (Nasdaq: FFIV), a company that makes load balancers for service providers and the enterprise market tacked on another $17 13/16 to $71 1/4. I asked the techies here about this company. They're nuts about it. They say their products rock and the company is fanatical about servicing the customer. I've asked our techies about other companies in the past. They usually don't rave like this. Look at this lineup of customers, according to a recent press release: "Exodus Communications, PSINet, MCI WorldCom, Alaska Airlines, Microsoft, Bank of America, Fidelity, Bell South, Compaq, Motorola, Oracle, Excite@Home, RealNetworks, USA Today, NASA, the IRS, the US Navy and over 400 other customers." Remember the name.

Think revenues will be ok? LOL. :)

s



To: J. M. Burr who wrote (197)7/18/1999 6:11:00 PM
From: Jon K.  Read Replies (1) | Respond to of 1801
 
>>>I checked out your posts with regard to other stockpicks. Your record is hardly sterling,

JM, I cannot agree with you more... Since you raised my past stock picks as an issue, I checked my past month postings and you are right it won't even pass as copper.

*SHORT TERM TRADE*

SHORTS:
1. FFIV - short at 74 & 82, not covered yet. (now 69 1/4)
2. RBAK - short at 197 not covered yet.(now 170)
Message 10535522

3. VPHM - short at 18 1/8, not covered yet. (now 14 /14)
Message 10501867

4. MCOM - short at 55 1/2 and covered at 34 1/2
Message 10440649
Message 10468386

5. CUST - short at 38 1/2, 45 1/2, 52., covered 80% between 36-38
Message 10220218
Message 10251310
Message 10324861
Message 10497140

SHORT TERM LOGNS:

1. VUSA - bot at 18 1/4, not sold yet. (now 20 1/4)
Message 10498168

2. MZON - bot at 8 1/2, not sold yet (now 7 1/2)
Message 10405935

3. BAMM - bot at 7 3/4, sold 14s
Message 10325738
Message 10358521

4. KTC - bot at IPO 27 1/2 sold at 44
Message 9836854
Message 10421401

LOGN TERM INVESTMENT:

1. SSPI - bot at 3/14, will hold till 20s. (now 4 3/4)
Message 10514072

2. VARL - bot at 7s to 8s., will hold till 40s (now 11 7/8)
Message 10465013

>>> I'll bet you sold off SSPI before it made its move yesterday. Right?

-Wrong. (what did you bet?)

>>>: The investor bets on what a
company will be; a speculator bets on what a company is.


- I do both.

>>>Investors die rich;
speculators sleep in the streets.


- Not likely. But I do not wish to die rich either. You are not going to take a dime with you when you die. Hope to spend it all wisely with the help of the Spirit. We came naked, we'll go back naked... only your soul(spirit) will live forever.

jk



To: J. M. Burr who wrote (197)7/19/1999 4:19:00 AM
From: speedbot  Respond to of 1801
 
J. M. Burr, pure shorters by their nature are overwhelmingly reactive & most that I've encountered seem to lack the analytical qualities inherent in taking a long position. I like a good short sell as much as anybody but to short FFIV or even RBAK considering all the tight variables is damn near suicidal. They are playing a very dangerous game.

IMO, unless we see some demand at the open the mms will shake the hell out of FFIV before buying back cheap & riding it back up. Considering the float situation, we could see radical 2 point spreads & 20 point swings up & down all week. Great fun for us but should make more than a few "investors" queasy enough to vomit. Haha.

The mms left a 2200 sell at 69 3/16 up all weekend long. Talk about psychological warfare, LOL. :) Who are they kidding? ROTFLOL. :)

s