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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (100031)	4/25/2000 12:59:00 AM
From: puborectalis	Read Replies (1) \| Respond to of 108040

FFIV.... "Trader's Edge: F5 Networks (FFIV) 24-Apr-00 00:03 ET [BRIEFING.COM - Robert Walberg] Like most Net software stocks, F5 has taken it on the chin lately, falling 67% from its 52-wk high... Is now a good time to do some bargain hunting, or will the stock continue to trend lower amid a general tech malaise? Though the stock could have difficulty sustaining a rally in the face of overall tech weakness, Briefing.com contends that F5 is a long-term keeper, and here's why: Trading Points Company due to report earnings later this week... Street looking for quarterly results of $0.18... Should be noted that FFIV has routinely beaten the consensus figure by a wide margin... Given that F5 is still relatively young and unfollowed, another big positive surprise is not only possible but likely. The stock is cheap... No it doesn't have a single-digit p/e, but when you consider that F5 is projected to earn $0.77 in FY00 and $1.16 in FY01 with a long-term growth rate of 50%, the stock is extremely attractive relative to its peers and the market. F5 sports solid financials and strong management team. Despite fears of growing competition from Cisco (CSCO), F5, the leading provider of Internet Traffic and Content Management (iTCM) products, continues to forge key alliances with major partners... Earlier this month, company announced an OEM license agreement with Dell (DELL)... Overall, customer growth remains very encouraging. Recent short activity could prove a positive... If company posts better than expected earnings and street raises estimates and/or lifts ratings (as we expect) shorts could get squeezed." Extreme Networks, F5 Networks and NetScreen Team to Deliver Best-of-Breed Connectivity Package for Start-Up Internet Companies Market Leaders Collaborate to Offer Start-Ups a Tested and Proven Integrated Solution for High-Performance, Reliable and Secure Web Connectivity SANTA CLARA, Calif., April 24 /PRNewswire/ -- Extreme Networks, Inc. (Nasdaq: EXTR - news), F5 Networks (Nasdaq: FFIV - news), and NetScreen Technologies Inc. announced today the availability of an integrated web connectivity package consisting of best-of-breed products from each of the companies. The solution, named the Best-of-Breed Bundle (BOBB), is available through select reseller partners. BOBB is a complete package that enables fast, efficient and secure Web connectivity, designed to help start-ups quickly establish an Internet e-commerce presence. It includes Extreme Networks' award-winning Summit stackable switches, F5's BIG-IP© Controller for traffic management and high availability, NetScreen's NetScreen-100 security appliances, expert installation of the solution, and a full year of maintenance and support. ``We are dedicated to helping start-ups address the key issue of reliable web connectivity,'' said George Prodan, vice president of worldwide marketing for Extreme Networks. ``This bundle was designed to address this complex challenge, and gives new or smaller companies a competitive advantage in today's Internet economy. Extreme Networks, F5 and NetScreen are proven market leaders, and the joint program allows companies to take advantage of best-of-breed technology immediately with a tested and proven connectivity solution.'' ``F5's strategy is to work with technology and reseller partners in order to develop the leading 'ShrinkRack' solutions that meet our customers' business requirements,'' said Tom Pettigrew, vice president of corporate development at F5 Networks. ``The Best-of-Breed Bundle enables emerging companies to leverage the market's best networking products from F5, Extreme, and NetScreen, while reducing the complexity and cost involved. Ultimately, the unmatched flexibility of F5's technology makes us a better partner and a more viable solution for customers.''