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


To: puborectalis who wrote (1025)6/2/2000 9:46:00 PM
From: Michael Kim  Respond to of 1801
 
Thanks for the report, but it's dated June 5th! Has this been published yet, or will it hit on Monday rocketing all of us shareholders up yet again? From the sound of it, F5 has almost completed fleshing out a complete traffic and content management solution. I would not rule out revenue and earnings surprises one or two quarters out. I like the fact that since these are for the most part software-based solutions they can be adapted and tailored to specific applications like the examples in the article. I can't imagine hardware based solutions having nearly the same kind of flexibility. Also, the expense of upgrading hardware has got to be much higher than installing new software - and when you are on internet time constant upgrades are most likely a necessity. Are there any techies out there that can confirm this for traffic/content management apps?



To: puborectalis who wrote (1025)6/3/2000 2:51:00 AM
From: Puck  Respond to of 1801
 
Excellent informative report. Thanks for posting it.

Regards--