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$24.12 0.62 (2.64%)
1/8/2009 4:00 PM

F5 Networks, Inc. (FFIV)

CAPS Rating:
*****

The Company is a provider of application delivery networking products that improves the performance, availability and security of applications running on networks that use the Internet Protocol.

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Avatar BostonGekko (< 20) Submitted: 9/29/06 4:30 PM : Outperform Start Price: $27.49 FFIV Score: 19.50

Application Acceleration has gone through a rough patch over the last few quarters, while customers digest all the acquisitions made by CSCO, CTXS, and JNPR, among others.

This is a HOT space, due to the meteoric rise in content and data flow over networks. AKAM avoided the rough patch, because they are a service provider. As the dust settles, I expect buyer activity to reaccelerate in the appliance side of things (FFIV, CTXS, JNPR, CSCO, RVBD, etc). FFIV is the leader and the best way top play this trend.

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