F5 Networks, Inc. (NASDAQ:FFIV)

CAPS Rating: 3 out of 5

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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Member Avatar se7ensparks (96.22) Submitted: 4/5/2007 3:49:54 PM : Outperform Start Price: $33.37 FFIV Score: +229.95

Lots of cash; no debt; rapidly rising revenue and earnings. Let's see what happens.

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Member Avatar jwebbms (78.72) Submitted: 3/28/2007 12:00:17 PM : Outperform Start Price: $34.44 FFIV Score: +218.08

This is a great Internet security company that has managed to stay afloat during good and bad times..

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Member Avatar icemeta2 (74.93) Submitted: 3/24/2007 10:07:26 AM : Outperform Start Price: $36.19 FFIV Score: +204.02

This is a great Internet security company and just released its updated equipment which should be a blockbuster. The stock is volatile, but has 33% market share, ahead of CSCO's 30%, plus it has a better system. EXTREMELY consistent earnings and sales growth.

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Member Avatar nickbaes (90.19) Submitted: 2/12/2007 10:28:02 AM : Outperform Start Price: $37.19 FFIV Score: +195.64

Great growth and management. Buyout target.

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Member Avatar mp102 (31.50) Submitted: 1/26/2007 2:05:28 AM : Outperform Start Price: $37.03 FFIV Score: +196.16

Why? because WR Hambrecht + Co said so.

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Member Avatar 3sheets (< 20) Submitted: 12/18/2006 1:18:44 PM : Outperform Start Price: $38.60 FFIV Score: +184.01

Top player in a large and expanding market space. No debt, sharp management vision & execution.

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Member Avatar BostonGekko (< 20) Submitted: 9/29/2006 4:30:19 PM : Outperform Start Price: $27.49 FFIV Score: +291.84

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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Member Avatar adshafer (< 20) Submitted: 8/25/2006 9:26:19 PM : Outperform Start Price: $24.91 FFIV Score: +329.13

Once F5 gets through its options mess, it will get back on track. Look for 55/share by this tim enext year.

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