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.

Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (20572)	3/31/2000 3:28:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 22053

Moonray/David: Agree on FFIV, it's one I follow. I got a 300 share allocation on the IPO last year at 10, sold at 75 after the initial run up, hence continuing interest. Traded a couple of times after that but only made small $$ compared with the IPO shares. But, they did turn a profit of $0.11 EPS a year ahead of schedule (vs an expected loss of $0.07) for Q4 ending 9/30/99 last October/November, which bumped the stock from $100 to $150+ (missed that one). They also had an upside surprise of $0.18 EPS for Q1 (vs $0.01 expected). Earnings for this Q2 are estimated at $0.18 (due 4/20), likely upside surprise also. Looks like good solid support here to me at 70 or so. Nibbled a couple 100 myself at 66 today, but not a holding for big $$ IMO. 18 million float, 1 million short interest, 32% institutional ownership. Check out their web site if you want some more info on what they do with their server load balancing hardware/software: f5.com David T.