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

To: Lane Hall-Witt who wrote (903)	5/8/2000 10:31:00 AM
From: David E. Taylor	Read Replies (1) \| Respond to of 1801

Lane: This would suggest that FFIV's software would perhaps also be of tremendous intrinsic value, assuming that it could be incorporated into the hardware of another gear maker. As I understand it, the FFIV/COMS deal is heading in precisely this direction: Phase 1 is for COMS to incorporate FFIV's appliances into its network architecture, but Phase 2 is to embed FFIV's technology into the chassis. The COMS agreement will not be of any benefit to F5, since shortly after the announcement came 3Coms's news of its re-organization plans. 3Com will be discontinuing (in June) sales of the network equipment that F5's products were to be incorporated in, and I've seen nothing yet to indicate that Extreme (to whom 3Com is going to push its network customers) will be working with F5 in the same way. David T.