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

To: Rarebird who wrote (695)	3/23/2000 8:43:00 AM
From: James Calladine	Read Replies (2) \| Respond to of 1801

WHERE TO FROM HERE? I am a recent purchaser of FFIV. To me it looks to have excellent prospects. I have been thinking that a return to the loftier levels of $150-$160 is a "fait-accompli", based on the supposition of increasing sales, EPS, market share, strategic relationships, etc. HOWEVER,I am beginning to wonder: -- was this earlier situation not based on the momentum player primarily? -- are those folks still around? -- does this market care about market share, sales,EPS? -- are we instead now more in the grip of market players attracted (short term) to the volatility of the stock, and more than willing to trade the swings of $4-5, both ways, or shorts who have ridden the stock all the way down to the levels of a few days ago and think they perhaps have another crack at an even lower level? -- is the situation different now (than $150-$160 times), based on a float of an entirely different size? -- has the market MOMENTUM attention gone over to ATON, or maybe waiting in the wings for Arrowpoint? I apologize for my inadequate grasp of the situation, but I am trying to get a better sense of where things actually are. Maybe I should just be trading the swings. Maybe I am the only one who isn't! What do you folks see about all this? I am striving for greater clarity because I have found in the past that when I superimpose my perception of reality on a situation that does not fit that perception, then it turns out (in the end) to be a COSTLY experience. Anybody else have that experience? I am hoping that I can find the insight I need through the SI thread, since the Yahoo thread has a pretty heavy tax of argument and personal abuse that I don't much enjoy. So what do you think, folks? Are we headed for the sky or are we seriously range-bound? Best wishes, Jim