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

To: Naggrachi who wrote (691)	3/23/2000 12:02:00 AM
From: Rarebird	Read Replies (1) \| Respond to of 1801

Life is not fair but FFIV is getting fundamentally better each passing day. I'm not selling my shares either. I've done a lot of research on FFIV and I am convinced that the stock will hit $180-$200 sometime this year. FFIV has great products that the big companies need and they will be growing at a tremendous rate over the next 5 years IMO. The only negatives I can see here are: 1) a lot of insider selling in December, January, February and early March due to the lock up period having expired. 2) There is a very small float here which brings in all the day traders and accounts for the wild intra day swings in price. I try not to look at the price to often during the day any more. It can give you a nervous breakdown. What I do know is that this is a Great Company that is executing beautifully in the market place and the share price will eventually reflect that. Your guess is as good as mine as to when that day will come. Ordinarily, I do not buy stocks that are not in bullish price patterns. But the fundamentals were just to compelling here. I think we will both be proven right for holding FFIV here and become much richer for it.

To: Naggrachi who wrote (691)	3/23/2000 2:00:00 AM
From: Rarebird	Read Replies (1) \| Respond to of 1801

R. Stephen's Callinan Picks Small, Growth Cos For Fund Dow Jones Newswires NEW YORK -- Jim Callinan, portfolio manager of the Robertson Stephens & Co. Emerging Growth Fund, follows a few simple principles when he picks stocks for his highly successful fund. "Primarily we're looking for the fastest (growing) small companies in the United States," said Callinan in a CNBC interview Wednesday. "We're also looking for companies gaining market share in emerging growth spaces," such as the wireless Internet arena. About 50% of Callinan's portfolio is in technology stocks: 37% in product technology and 13% in technology services and system integrators. In the latter group, Callinan mentioned holdings in Mypoints.com Inc. (MYPT), Netcentives Inc. (NCNT), DoubleClick Inc. (DCLK), Scient Corp. (SCNT) and Viant Corp. (VIAN). Callinan said he sells when companies no longer fit his buy profile or if they make "huge parabolic price moves." Big gains are a sign to take profits because they are unlikely to be sustainable and are often driven by illiquidity in the Nasdaq market. One of Callinan's favorite companies is Immersion Corp. (IMMR), a joy-stick company whose technology brings the sense of touch to the Internet, personal computing and gaming equipment. He also likes RealNetworks Inc. (RNWK), which he predicted "will be the Yahoo of the next age" thanks to the rise of DSL Internet transmission, as well as Foundry Networks Inc. (FDRY) and F5 Networks Inc. (FFIV). -Riva Richmond; Dow Jones Newswires; 201-938-4046