Einschätzung zu F5 Networks (FFIV, 922977)
Quotes at time of story, top stories today: (FFIV 13:06) (LE 11:52)
(FWIS 10:34) (USW 09:59) (PCTL 08:57)
13:06 ET ******
F5 Networks (FFIV) 104 5/8 +5 5/8: Back in late January, Briefing.com
issued a bullish Trader's Edge Stock Brief on FFIV... Since that time
this leading player in the fast growing Internet traffic and content
management (ITM) arena has underperformed the market... In fact,
even with today's gain the stock is down 20% from the date of our
Brief... While we have been disappointed in the stock's behavior, the
company's underlying fundamentals remain very strong... Over the
past three quarters, company has posted year/year sales growth of
611%, 621% and 591%... FFIV has also had no trouble beating the
consensus estimates, doing so by 80%, 257% and 41%... Unlike
many of today's high-flyers in the tech and biotech industries, FFIV is
profitable... Current estimates have company earning $0.77 in FY00
and $1.16 in FY01... Sixty days ago, the street expected earnings of
$0.53 and $0.91... Given company's history of outperformance,
Briefing.com contends that current estimates are still to
conservative... As FFIV continues to deliver on the promise of strong
growth, look for earnings estimates to be revised higher once again...
Another factor which could work in the stock's favor is the lack of
coverage... At present estimates drawn from only 5 analysts...
Considering FFIV's successes, we expect more coverage in the
quarters to come, and most of it will be favorable... Technically, recent
correction hasn't done any serious damage either... Convergence of
moving averages combined with recent break back above 50-day
moving average suggest stock poised for renewed gains... Our initial
upside target remains 160 1/2. -- RW
Good luck
yanks
cosinus: Re: Al Bundy, TGK: was jetzt? nachkaufen? oder gehts ab durch den Boden?
24.03.00 20:13
Egal was der Kurs kurzfristig macht.
Oder gibts News?
Sonst überlege ich nachzukaufen bei 88e.
Gruß
Cosinus
cosinus: Re: Al Bundy, TGK + Charttechniker gefragt: Einschätzung zu F5 Networks (FFIV,922977) o.T.
24.03.00 20:43
Kicky: Sieht ja wohl recht kritisch aus,alle Linien nach unten durchbrochen.Link zu lang
24.03.00 21:02
Cable & Wireless North America Enters Agreement With F5 to Offer the Leading Internet Traffic and Content Management Products to Its Expansive Customer Base
Cable & Wireless Strengthens Its Web Hosting Services Through an Agreement to Resell F5 Networks' Entire Suite of Internet Traffic and Content Management (iTCM) Products
SEATTLE--(BUSINESS WIRE)--March 20, 2000-- F5 Networks, Inc. (Nasdaq: FFIV), the leading provider of Internet traffic and content management (iTCM) products, and Cable & Wireless (NYSE: CWP), the global telecommunications group, announced today that they have established an alliance whereby Cable & Wireless will begin reselling F5 Networks' entire suite of Internet traffic and content management products.
The alliance brings value to Cable & Wireless' large customer base and the market by helping to ensure that mission-critical web sites are available 24/7 and that users promptly receive the information they request from a Cable & Wireless hosted site.
"Cable & Wireless, which has one of the largest and fastest Internet networks worldwide, is delivering an advanced pathway for Internet-based communications to support our customers' growing range of Internet applications," said Eric Dorsch, director of Professional Services at Cable & Wireless. "Our alliance with F5 helps us provide enterprises with the necessary building blocks for creating a reliable and predictable network that allows customers to grow their market share and sustain their long-term viability."
The alliance between the two companies directly addresses Internet content providers' increasing demand for a network infrastructure that can meet the extremely dynamic business environment afforded by the Internet today, with the flexibility and scalability needed to successfully carry their business into the future.
"We're excited about our relationship with Cable & Wireless, which has a major presence supporting e-Businesses around the world," said Tom Pettigrew, Vice-President of Corporate Development at F5 Networks. "Together, Cable & Wireless' services and F5's products afford customers the solid e-infrastructure that they need to maximize their near-term profits and meet their long-term business goals. This alliance also represents an expansion of F5's distribution channel through Cable & Wireless' successful global market penetration."
About Cable & Wireless
With customers in 70 countries, Cable & Wireless is a major global telecommunications business with revenue of around $13 billion in the year ended March 1999 and over 50,000 employees. Its businesses around the world offer a range of services spanning broadband data and Internet services, fixed and mobile voice, as well as interactive entertainment and information. Cable & Wireless' priority for expansion is the fast growing market of data and IP (Internet Protocol) services for business customers. Since November 1998, it has announced major investments in advanced networks in the US and Europe, the restructuring of Cable & Wireless Communications in the UK and has acquired full control of Cable & Wireless IDC in Japan to support this strategy. Cable & Wireless now holds a unique position in terms of global coverage and services to business customers.
About F5 Networks
F5 Networks is a leader in Internet Traffic and Content Management products. The Company's integrated suite of high-performance products automatically and intelligently manage Internet traffic and content to improve the availability and performance of mission-critical Internet servers and applications. F5 Networks helps companies avoid the risk of being burdened with ill-performing networks that do not meet end user expectations, while enabling network administrators to better control and predict the performance of their infrastructure. F5 Networks' products are designed to provide a new level of fault tolerance by shielding users from system failure; optimizing response times to user requests and data flow; and cost-effectively managing an organization's Internet infrastructure.
www.siliconinvestor.com
cosinus: TGK, Al Bundy, Kicky und Kaeseotto: Ist die Zeit gekommen, um nachzukaufen? Bei 70e?
02.04.00 11:50
Also Eure Meinung? Ich finde, für den ersten Nachkauf ist die Zeit gekommen!
Gruß
Cosinus
F5 networks die beste von allen ist, p/e jetzt 92 (2001 bei 62), und wachstumsraten von >80%, zudem sind sie von $140 auf 67 zurueckgekommen (nach 40 vor gut einem jahr). ein absoluter kauf!
hab mal vorsichtig investiert am freitag und werde nachkaufen beginn der woche.
Am 20. April werden die Zahlen fürs 2. Quartal veröffentlicht.
Warum der Kurs so stark fällt, ist angesichts der bisherigen Performance und der Übererfüllung der Analystenschätzung unerklärlich.
Ich bin echt ratlos.
Entweder läuft hier die große Verarschung seitens von Institutionellen, die billig in F5 rein wollen oder einige wissen bereits mehr als die Mehrheit, und versuchen vor Bekanntgabe der Zahlen ihr Geld in trockne Tücher zu bekommen.
Auf jedenfall der 20. April wird der Tag der Entscheidung.
Entweder der Kurs explodiert oder wir gehen baden.
Momentan: Vorsicht Vorsicht!
Wer was riskieren will, steigt jetzt ein,
wer auf Nummer sicher gehen will, wartet bis der Kurs die 100 $ bzw. 120 $ nach oben durchstoßsen hat. Hoffentlich sehen wir bald wieder die dreistelligen Zahlen.
Bist Du immer noch voll in FFIV investiert ?? Ich bin´s, und komme mir vor wie Galileo Galilei, die Naturgesetze sind auf meiner Seite, nur die Kiche stellt sich quer !!!!!!!!!! 8)
(es ist doch nur geld, auch wenn´s viel ist)
TGK
- CMP Media
Mar. 31, 2000 (Computer Reseller News - CMP via COMTEX) -- Los Angeles - Software vendors plan to highlight the importance of Web site management during InternetWorld, taking place here this week.
A host of updated Web site analysis tools aimed at helping Web developers, integrators and service providers analyze Web site performance is expected to be on display. Software vendor Watchfire will show new software with enhanced intelligence and reporting capability, said Mark Emond, manager of marketing at the Ottawa, Ontario-based company.
Watchfire's Macrobot program, which analyzes transactions and e-commerce applications such as shopping carts, now includes Watchbot, which automatically generates scripts to simulate customer experience while checking for proper operation.
The company also plans to discuss its Watchfire E-solutions Partner Program aimed at working with Internet solution providers, Web integrators and distributors, Emond said.
Active Concept Inc. plans to introduce a faster and more efficient version of its Funnel Web site analyzer, said Kerry Butcher, vice president of the San Francisco-based company.
Funnel Web analyzes Web site traffic to gather information on who visits the site and from where. The data helps assess the return on investment on banner ads, check efficiency, and find broken links and failed URLs, Butcher said.
Enhanced versions of load testing and balancing tools from Mercury Interactive Corp., Sunnyvale, Calif., featuring multibrowser support, as well as support for dual-byte-character languages such as Japanese and Chinese, are slated to ship Monday, a company spokeswoman said.
The company's tools include Astra LoadTest, which tests Web sites by emulating the traffic of thousands of users to look for bottlenecks, as well as the Astra QuickTest tool for testing dynamically changing Web applications. Also new to LoadTest tool is support for monitors to help pinpoint bottlenecks, the spokeswoman said.
MediaHouse Software Inc., Hull, Quebec, plans to exhibit its Statistics Server Live Stats, a new Web tool that shows who customers are and where they come from, a company spokeswoman said.
The product helps determine peak usage patterns and measures revenue from banner ads, all in realtime, with reports on statistics for up to the past 365 days available in seconds, she said.
This application is expected to be available to ISPs and ASPs in July. F5 Networks Inc., a Seattle-based manufacturer of turnkey data center hardware and software for distributing and managing Web site traffic, is expected to unveil a new strategic partnership on Tuesday, said Marc Goodman, senior director of marketing at the company.
Such tools are important for analyzing the marketing success of Web sites, as well as their performance and reliability, said Bob Richardson, executive vice president and founder of StrataSource Inc. The Irvine, Calif.-based company will use the show to promote its management services capabilities.
Web site management includes making sure e-commerce sites stay up and running, and it can provide useful analysis and data to make intelligent decisions and keep a site fast and reliable, Richardson said.
"We want to know how many pages are hit, the time of day hits occur, and which components like the database, application servers or Web servers are getting beat up," said Richardson. "A lot of tools don't cover databases."
http://www.crn.com/
Der Kursverlauf ist ein Phänomen für sich, das stimmt allerdings.
Habe gerade woanders geschrieben, daß der Kurs ein Dreieck ausbildet.
Aus solchen Formationen kommt es zu einem fulminanten Ausschlag (entweder nach oben oder nach unten) weiter nach unten kann es kaum noch gehen.
cosinus: auch wenns blöd war, ich habe gestern zu 62 oder 63 alles verkauft, mir reichts!!!
05.04.00 08:47
Kurzfristig hatte ich recht: weitere ca. 25 Prozent in Amerika gefallen, dann fast 15 Prozent im plus geschlossen! und das alles an einem Tag!
zsss...
Aber wenn der Markt über 10 Prozent an einem Tag wett macht, naja...
Gut das ich nicht in amerika sitz, so war alles nur ein Alptraum, von dem ich wieder aufgewacht bin.
Meine Meinung (ähnlich wie Kicky anderer Thread), ich glaube auch das das kein gutes Zeichen ist, und rechne noch mit fallenden Kursen... Potential Nasdaq -3 bis -7 Prozent (auf 3800, dort ca. Widerstand), wenns weiter runter geht, dann gute nacht!
Aber nicht vergessen: auch kaufen!!! (erinnere mich an Oktober)
aber schön langsam.
Seit gestern habe ich 2 Abstauberlimits!
Langsam sch... ich auf die Spekulationssteuer, wie im Oktober, ich verkaufe nicht August, wegen den verdammten Steuer, und doch wäre es besser gewesen.
Am Anfang bis mitte März wieder das selbe, da hätte jeder kluge verkauft, wenn da nicht die Spekulationssteuer ist.
jetzt habe ich schon 2/3 meines Gewinnes verloren, tja...
Also ich verkaufe im August, wenns gute Kurse gibt... Noch einmal passiert mir das nicht!
Sagt ihr mir, was ihr davon haltet!
Gruß und viel Glück mit F5 Networks (heute hätte ich wohl die Kurse genützt und verkauft, bei dem Umfeld, leider schon gestern getan... kostete mich einiges money...)
Gruß
Euer Cosinus