Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (50596)	12/23/1999 12:36:00 PM
From: Dennis C	Read Replies (1) \| Respond to of 108040

PCMS in 8 1/4

To: puborectalis who wrote (50596)	12/23/1999 12:50:00 PM
From: puborectalis	Respond to of 108040

FFIV...a new CISCO?...read:http://www.streetadvisor.com/Article/Article.asp?aid=991 "F5?s revenues and earnings significantly exceeded all analyst expectations last quarter, the first full quarter of operations after its IPO on June 4, 1999. 4Q99 earnings expectations were approximately -$0.05 per share while the company reported actual earnings at $0.11, blowing expectations away by $0.16. However, an even more impressive feat is the company?s year over year growth of revenues. 3Q99 revenues were 564% greater than the year earlier, while 4Q99 revenues grew 621% compared to the year earlier (notice the accelerating growth rate). While investors cannot expect this kind of growth forever, F5 should continue to grow revenues at a similar rate for at least the next 3-5 quarters. Additionally, I expect F5 to beat current Wall Street revenue expectations for this quarter of $12.3 million. If F5 beats expectations again, as I am predicting it will, look for the stock to make a major move. "