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

To: tktrimbath who wrote (1506)	3/28/2007 1:31:29 PM
From: Moonray	Read Replies (1) \| Respond to of 1801

F5 Networks Slumps on Misinformation: Good Buying Opportunity SeekingAlpha - Wednesday March 28, 5:59 am ET Shammara Hussain submits: F5 Networks (NasdaqGS: FFIV) was beaten down Tuesday and Wednesday to a 4 month low on mis-information that demand has been weak and possible downgrades could be seen. The information was regarding the European channel which is only 17% of F5's revenues, however demand in U.S. remains very strong. Piper Jaffray cleared out this false information making a call to F5 Networks and also to reiterate their positive outlook on the stock. They believe demand are exceptionally strong in U.S. during the March quarter, and cleared up misunderstanding of weakness in EMEA which may be true, however only 17% of F5's revenues come from there and will be insignificant because of strong U.S. demand. Maintain belief that they will beat estimates and guide above consensus for June quarter as high-end products are gaining momentum and this will most likely continue through out 2007. Piper Jaffray has an outperform rating on the stock and $100 target. Disclosure: Author has a long position in FFIV. o~~~ O

To: tktrimbath who wrote (1506)	4/25/2007 5:46:12 PM
From: Moonray	Read Replies (1) \| Respond to of 1801

4:46PM F5 Networks beats by $0.01, guides Q3 revs above consensus, EPS in line (FFIV) 66.07 -0.09 : Reports Q2 (Mar) earnings of $0.47 per share, $0.01 better than the Reuters Estimates consensus of $0.46; revenues rose 6.3% year/year to $127.6 mln vs the $125.5 mln consensus. Co issues upside rev guidance for Q3, sees EPS of $0.48-0.50 vs. $0.48 consensus; sees Q3 revs of $131-133 mln vs. $130.70 mln consensus. Co states, "John McAdam, F5 president and chief executive officer, said the strength of the company's core business relative to its WAN optimization and security offerings was no surprise and further validated the company's plans to port WANJet and FirePass to TMOS and integrate their functionality into its application delivery networking solutions. TMOS-based versions of both products are scheduled for delivery in late summer". o~~~ O