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


To: James Calladine who wrote (730)4/1/2000 12:07:00 PM
From: Rarebird  Read Replies (2) | Respond to of 1801
 
Good Post:

FFIV is a very young company that has been trading publicly for only 9 months. All of my fundamental research on FFIV says that this company is poised to grow dynamically in the future. Unfortunately, FFIV has not traded long enough to attract a solid core of long term investors. That will change as FFIV continues to produce outstanding results over time. For now, the momentum players and day traders are the major force behind this stock.

I've been investing and trading for 18 years. I have experienced just about every high and low that is possible in these financial markets. I have found that when a stock falls as dramatically as FFIV in such a short period of time, there are only 2 possible explanations: 1) There is some sort of bad news that is coming out that retail investors don't know about. 2) The sell off is purely irrational and has no basis in the fundamentals of the company.

FFIV is now in the quiet period. If there was going to be a preannouncement of an earnings shortfall or accounting irregularity, that would have come out already. I think this sell off is purely momentum driven. I'm not sure where FFIV will bottom. But I continue to think that the stock will easily hit new highs by the end of the year.

PS I have invested in a few companies over the years that have fallen 40%-50% in a short period of time. By dollar cost averaging into these great companies, they ended up becoming my biggest winners of all time. I only sell when the fundamentals turn sour. FFIV has a very bright future.



To: James Calladine who wrote (730)4/1/2000 1:02:00 PM
From: 2MAR$  Respond to of 1801
 
: InternetWorld targets site analysis

Mar. 31, 2000 (Computer Reseller News - CMP via COMTEX) -- Los Angeles -
Software vendors plan to highlight the importance of Web site management during
InternetWorld, taking place here this week.

A host of updated Web site analysis tools aimed at helping Web developers,
integrators and service providers analyze Web site performance is expected to be
on display. Software vendor Watchfire will show new software with enhanced
intelligence and reporting capability, said Mark Emond, manager of marketing at
the Ottawa, Ontario-based company.

Watchfire's Macrobot program, which analyzes transactions and e-commerce
applications such as shopping carts, now includes Watchbot, which automatically
generates scripts to simulate customer experience while checking for proper
operation.

The company also plans to discuss its Watchfire E-solutions Partner Program
aimed at working with Internet solution providers, Web integrators and
distributors, Emond said.

Active Concept Inc. plans to introduce a faster and more efficient version of
its Funnel Web site analyzer, said Kerry Butcher, vice president of the San
Francisco-based company.

Funnel Web analyzes Web site traffic to gather information on who visits the
site and from where. The data helps assess the return on investment on banner
ads, check efficiency, and find broken links and failed URLs, Butcher said.

Enhanced versions of load testing and balancing tools from Mercury Interactive
Corp., Sunnyvale, Calif., featuring multibrowser support, as well as support for
dual-byte-character languages such as Japanese and Chinese, are slated to ship
Monday, a company spokeswoman said.

The company's tools include Astra LoadTest, which tests Web sites by emulating
the traffic of thousands of users to look for bottlenecks, as well as the Astra
QuickTest tool for testing dynamically changing Web applications. Also new to
LoadTest tool is support for monitors to help pinpoint bottlenecks, the
spokeswoman said.

MediaHouse Software Inc., Hull, Quebec, plans to exhibit its Statistics Server
Live Stats, a new Web tool that shows who customers are and where they come
from, a company spokeswoman said.

The product helps determine peak usage patterns and measures revenue from banner
ads, all in realtime, with reports on statistics for up to the past 365 days
available in seconds, she said.



This application is expected to be available to ISPs and ASPs in July.

F5 Networks Inc., a Seattle-based manufacturer of turnkey data center hardware
and software for distributing and managing Web site traffic, is expected to
unveil a new strategic partnership on Tuesday, said Marc Goodman, senior
director of marketing at the company.

Such tools are important for analyzing the marketing success of Web sites, as
well as their performance and reliability, said Bob Richardson, executive vice
president and founder of StrataSource Inc. The Irvine, Calif.-based company will
use the show to promote its management services capabilities.

Web site management includes making sure e-commerce sites stay up and running,
and it can provide useful analysis and data to make intelligent decisions and
keep a site fast and reliable, Richardson said.

"We want to know how many pages are hit, the time of day hits occur, and which
components like the database, application servers or Web servers are getting
beat up," said Richardson. "A lot of tools don't cover databases."



crn.com




-0-




By: Joseph F. Kovar
Copyright 2000 CMP Media Inc.


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