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

To: gloff who wrote (1141)	7/14/2000 2:22:02 AM
From: neverenough	Respond to of 1801

I wasn't knocking F5 per say, but more in the way you were comparing them to CSCO. CSCO is a stock to hold, F5 is a stock to trade, IMO. I also said that if 44 holds it most likely would be a good trade. I would look to get back in on a break of 60, or a retest of 44... Nothing wrong with taking profits on a good day! Good luck, Bong

To: gloff who wrote (1141)	7/14/2000 6:29:33 AM
From: Allegoria	Respond to of 1801

British Telecommunications (BT) Forms Agreement with F5 to Incorporate F5 Products. TUESDAY, JULY 11, 2000 7:15 AM - BusinessWire SEATTLE, Jul 11, 2000 (BUSINESS WIRE) -- Agreement Allows the Integrated Network Solutions Group of BT Syncordia Global Solutions (BTSGS) to Resell F5 Networks' Internet Traffic and Content Management Products F5 Networks, Inc. (Nasdaq:FFIV), a leading provider of Internet traffic and content management (iTCM) products, and British Telecommunications (BT) plc, a leading international communications group, today announced a non-exclusive agreement for the Integrated Network Solutions (INS) Group of BT Syncordia Global Solutions (BTSGS) to resell F5 Networks suite of iTCM products. BTSGS offers single-source integrated IP-based custom contracts that include hosted IP Applications, Internet access and IP network services to multinational corporations throughout the world. This agreement enables BT to sell all of F5's products, including BIG-IP(R), 3-DNS(R), and GLOBAL-SITE(TM) Controllers and SEE-IT(TM) Network Manager, when delivering services to customers. "BT is witnessing phenomenal growth of IP-based networks by mainstream global companies across Europe, North America and Asia-Pacific," said Terence Regan, Director -- Integrated Network Solutions. "Correspondingly, we see a growing demand for F5's iTCM products to fortify customer network performance, optimize end-user quality, ensure application availability and balance pay loads across the global Internet. Based on the robust architecture of F5 products, INS sees this supply agreement as a winning relationship for both companies. Our partnership with F5 is continued evidence of BT's move from the business of networking to the networking of business." F5 Networks' iTCM products give e-Businesses improved control over the performance of their network infrastructure, helping to ensure that Internet sites are always available and deliver the proper content -- quickly. Large enterprises, service providers and e-commerce companies utilize F5 products to provide new levels of fault tolerance for networks by shielding users from system failure; to optimize response times to user requests and data flow; and to cost-effectively manage an enterprise-wide Internet infrastructure. "British Telecommunications is a leading supplier of globally-distributed Internet content through its global network platforms. BT has expansive reach and rich service offerings that provide customers with cost-effective, scalable, and easy-to-deploy methods of moving internet/intranet/extranet application functions closer to the edges of the network for improved performance," said Tom Pettigrew, Vice President of Corporate Development at F5 Networks. "Our relationship with BT will complement their services and help global enterprises to enhance IP application delivery to enterprises conducting e-Business on a worldwide scale by incorporating F5 iTCM products."

To: gloff who wrote (1141)	7/15/2000 1:39:46 AM
From: Naggrachi	Read Replies (1) \| Respond to of 1801

<<In those 4 days FFIV is up 25% while CSCO is unchanged.>> You still don't get it. If CSCO moved up 25% that would add 100 billion in market cap while FFIV's move added about what? 50 million? (I know I'm being conservative) Too lazy to check on the S/O. The whole point is that you CAN NOT compare FFIV to CSCO. BTW, when I replied to you 4 days ago CSCO was at 61+, today it's at 68+, that's alot of market cap added to the company in four days, no? Part of the reason the street is pricing FFIV so low because they fear that technology may make their products obselette (did you hear what that CNBC anal ist had to say on the 4th of July when a viewer called in and asked his opinion of the company?) With CSCO, the company is at the fore front of technology with a divrsified product line that the street doesn't worry about that sort of issue. Hence why the street is pricing the two issue differently despite the growth rate (40% vs. 200+% The two cannot be compared. Long term, traffic managment is where it's at. The company with the best products wins. Can FFIV stay in the cutting edge? Or is new hardware switching incorporating the same functions as FFIV's products? BTW, I think you may have made a mistake selling a portion of FFIV. Long term this company has a bright future, I think.