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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (4054)	9/27/2000 6:00:06 PM
From: T L Comiskey	Respond to of 65232

Kudos to jjkirk at Greg's Place for posting the following CacheFlow (CFLO) 156 5/8 -3/8: After flying out of the gate this morning, CFLO shares have had a bit of a pullback despite the positive comments coming from analysts at Networld + Interop 2000. All of the analysts' notes from the conference speak glowingly of the outlook for CacheFlow and the caching market in general. CSFB in fact raised their price target on CFLO from $125 to $190 this week, saying their original estimate for caching market growth was too conservative as CFLO is finding new ways to use their caching appliances to speed Internet content delivery. CSFB says that in addition to the standard of placing the appliances directly in front of the client, CacheFlow has begun to deploy caches in front of server farms. What this does is effectively offload traffic from overburdened servers and firewalls and enables Web sites to more quickly deliver five to ten times more content through their existing infrastructure. CSFB goes on to say that the new application for CFLO's caches could provide as much as 40% annual upside to existing caching market growth estimates. Robertson Stephens yesterday issued a positive note on CFLO saying they too see upside to industry estimates as the dominant paradigm in caching shifts away from software-only to appliance-centric solutions, much like the transition that occured in traffic routing. Dain Rauscher Wessels also reiterated their positive outlook today and reaffirmed their $200 price target on the shares. Frequent readers know this is a company we've been positive on since their November 1999 IPO, and although its been a bumpy ride, the shares have had a very strong run over the past three months, posting a 200% gain since late June. Internet content management will continue to be one of the strongest growth areas of the infrastructure sub-sector going forward, and CacheFlow is in position to continue expanding their share of a market that is estimated to realize a CAGR anywhere from 58% to 98%. - Matt Gould, Briefing.com