SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Buying IPOs on the open market -- Ignore unavailable to you. Want to Upgrade?


To: gizmo&jack who wrote (4065)10/28/1999 11:16:00 PM
From: mact  Respond to of 5529
 
g & j...agree that both aton and ffiv have similar revenues and mkt. caps...while ffiv's controlling load balancers have great potential, imho their product scope isnt as great... and they are not direct competitors to aton like fdry is...aton is making waves in the gigabit switching/adapting mkt...fdry's mkt. cap is over 10B...numerically speaking, there is no real compelling reason why aton should be valued more highly than ffiv, but as a trader(and not even a good one at that) i give weight to the fact ffiv is trading near its alltime high, while aton is down 50%...the downside risk of holding aton is much lower than for ffiv imo...goodluck.

mact