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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (18522)	1/23/2004 11:13:45 AM
From: puborectalis	Read Replies (1) \| Respond to of 78958

"F5 is the worldwide leader in layer 4-7 switch/load balancers WITH SSL, with 47 percent revenue market share and 45 percent port market share. F5's acquisition last year of uRoam allows F5 to quickly enter the contiguous SSL VPN market, broaden their customer base and augment their existing product line. The FirePass functionality aquired in the uRoam aquisition will be ported onto their market share leading BIG-IP line in 2004. Over the last few years, the BIG-IP has added a feature set that has left Cisco Systems and Nortel Networks in the dust. F5's Universal Inspection Engine (UIE) has the best deep packet inspection in the business, capable of reading the entire packet, not just headers or part of the payload as is common. This drilling down into the packet supports the growing Voice over IP (VoIP)/Session Initiation Protocol (SIP) traffic, as well as the increasing number of HTTP applications. F5 has put their strategy in motion with its recent FirePass controller release, an SSL VPN for remote access that can work independently or with their BIG-IP switch. Significant more improvements to the BIG-IP line are also slated. Their $200 million in cash and growing profits suggest that F5 is in the game and is worth mentioning."........from yahoo thread

To: puborectalis who wrote (18522)	1/26/2004 1:41:54 PM
From: puborectalis	Respond to of 78958

Good news for CGNX.......CGNX: Court Rules in Company's Favor in Lemelson Patent Suit [delayed] Ridgeland, MS, JAN 26, 2004 (EventX/Knobias.com via COMTEX) --Cognex Corporation (CGNX) announced that Chief Judge Philip Pro of the US District Court in Las Vegas has ruled in favor of CGNX in its lawsuit against the Lemelson Medical, Education & Research Foundation, Limited Partnership. Judge Pro held that the claims of 14 patents asserted by the Lemelson Partnership are invalid and unenforceable, and not infringed by Cognex. Cognex filed suit against the Lemelson Partnership in September of 1998, seeking a declaration that certain patents issued to Mr. Lemelson that purportedly cover machine vision are invalid, unenforceable, and not infringed by either Cognex or users of Cognex products.