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

To: KM who wrote (643)	1/27/2000 10:32:00 AM
From: Guardian	Respond to of 1801

Am I off or the reference to alteon as a competitor to ffiv. "With F5's growth in question, we do not feel comfortable maintaining our BUY rating. We feel that there are better plays in this industry right now, namely Radware (NASDAQ: RDWR) and Alteon (NASDAQ: ALTN), who can maintain outrageous growth rates. We are downgrading F5 to a Hold

To: KM who wrote (643)	1/27/2000 10:48:00 AM
From: Andrew Danielson	Read Replies (2) \| Respond to of 1801

So, let me get this straight: People are selling FFIV because management offers some boiler-plate reference to "unsustainable" growth rates? Huh? What I would like to know is, who out there actually thought this company could go on growing revenues at a 700% annualized rate? The valuation metrics I use produce some very attractive numbers for FFIV, and I put in a short-term sustainable growth rate in the 150-200% range. If I even tried to plug in 700%, my computer would crash. ;-) So I guess this stock had some astonishingly weak hands holding it, which makes this shakeout perhaps an important step before we can head higher again. Andrew Danielson