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To: Stephen who wrote (100476)6/4/2000 6:22:00 AM
From: Mao II  Read Replies (2) | Respond to of 120523
 
Stephen: FFIV beat most numbers handily. CSFB had a high net estimate, which FFIV did not make, tho they beat CSFB's rev estimate. The more general "concern," if U can call it that, is that FFIV focuses on software and MAY not be able to offer the flexibility and power that hardware vendors provide. That remains to be seen. M2


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