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

To: Wyätt Gwyön who wrote (727)	3/31/2000 3:29:00 PM
From: Jeff James	Respond to of 1801

Does anybody know of a fundamental issue that could account for the weakness? Losing out to competitors, for instance? The only thing I have seen is that Arrowpoint (ARPT) popped today and they are in the same space. There are advantages to both offerings, and both seem to have a foot up on Cisco in the market. Is it possible that some of the FFIV money flowed over to ARPT? Maybe. Is the market going to ARPT? Dunno yet, don't have solid numbers. We probably will use the ARPT equipment, but I can't speak for the market.

To: Wyätt Gwyön who wrote (727)	3/31/2000 4:47:00 PM
From: Danny Chan	Read Replies (1) \| Respond to of 1801

The only thing I can see is that FFIV's solution is an appliance approach serve as add-on to existing switch while ATON, FDRY and ARPT make switches integrating FFIV's traffic management function. So while FFIV sells well into the existing infrastructure, it may have trouble for future growth. The weakness in FFIV is not along, similar company RDWR weak as well. The game is certainly not over with which solution is better.

To: Wyätt Gwyön who wrote (727)	4/1/2000 9:21:00 AM
From: James Calladine	Read Replies (2) \| Respond to of 1801

PRICE ACTION: It seems to me that the recent price action, and huge selloff is related to the general direction of the market rather than anything else. From what I can see, FFIV is a solid little company, growing rapidly and able to function competitively with others in the same market space. HOWEVER, it has certainly been a MOMENTUM stock upwards, and it has become a momentum stock downwards. The huge amount of insider selling has also done a lot to shake the confidence of investors. What are these shares now worth? If ATON and ARPT push ahead, and these shares look cheap in relationship to that, then some upwards momentum might be established and at that point the true momentum players might pile on. They certainly piled on for the ride down. Right now FFIV looks like a broken bird to me. Hate to say that because I am long the stock. Perceptions rule everything and can change rapidly. If everybody thinks FFIV is incredibly cheap at these prices and jumps on, then away we go. If everybody looks at this brutal descent and is fearful of more, that's another story. And those who have been so succesful at shorting the stock don't quit all that quickly when they have been so successful. Best wishes, Jim