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

To: Wyätt Gwyön who wrote (843)5/5/2000 10:34:00 AM
From: puborectalis  Respond to of 1801
 
Is a FFIV takeover a possibility by Lucent or Nortel?........."Arrowpoint is just the latest acquisition by Cisco, as it gobbles up networking companies to keep pace with competitors Lucent (NYSE: LU) and Nortel Networks"



To: Wyätt Gwyön who wrote (843)5/5/2000 10:44:00 AM
From: Rarebird  Read Replies (1) | Respond to of 1801
 
<What do you make of the ARPT acquisition by CSCO. Seems market considers this a big negative for FFIV.>

It certainly raises the question of whether the strategy of web switching is the best way to play this sector. The verdict on that is still out. Clearly, Dell doesn't think so.

I sense this was just another excuse to sell FFIV. I'm not clear how the fundamentals have changed for FFIV here. What I am clear about is the determination of sellers.


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