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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Tom Kearney who wrote (281)	5/17/2000 11:29:00 PM
From: 16yearcycle	Respond to of 57684

Yes, I have seen it. In summary, FFIV is in the difficult position of fighting csco, even with apparently superior technology. And as an investment FFIV appeared incredibly cheap...prior to the last e report. Now it is apparent that growth has slowed dramatically, even prior to this action by CSCO. I am into FFIV at about 50, so it could have been a lot worse. I really want to just wait it out and see if there will be a pick up in business growth in the next q or two. If there isn't I will sell. Speculation could drive ffiv's price way up in the meanwhile, but if the rate of growth doesn't accelerate, it won't be justified.