F5 Networks kaufen!!! Die nächste RAKETE!!!!!$$$$$$$$$$$$$ - 500 Beiträge pro Seite

[spech]

mind. 50% drin!!!!!
Wkn 922977

[Spanidis]

F5 Networks Announces Results of Fiscal Fourth Quarter and Year 2002

SEATTLE, WA-October 29, 2002-F5 Networks today announced pro forma breakeven results (net income of $80,000 or $0.00 per share) on revenue of $27.1 million for the fourth quarter of fiscal 2002, ended September 30. Including a restructuring charge related to a previously announced headcount reduction at the beginning of July, the company reported a net loss of $423,000 ($0.02 per share). In the fourth quarter of fiscal 2001, the company reported a pro forma loss of $2.5 million ($0.10 per share) and a net loss of $11.5 million ($0.46 per share) on revenue of $26.6 million.

For fiscal 2002, the company reported a pro forma loss of $5.1 million ($0.20 per share) and a net loss of $8.6 million ($0.34 share) on revenue of $108.3 million, compared to a pro forma loss of $13.9 million ($0.62 per share diluted) and a net loss of $30.8 million ($1.36 per share) on revenue of $107.4 million in fiscal 2001.

"In a year when many technology companies experienced declining revenues and deteriorating fundamentals, F5`s ability to hold revenues flat, gain market share, and continuously improve our operating model reflects the strength of our product offerings, the success of our partnership strategy and the caliber of our people," said John McAdam, F5 president and chief executive officer.

Following the introduction of the BIG-IP© 5000 Application Switch a little over a year ago, McAdam said F5`s share of the Layer 4/7 fixed switch market grew from zero to 15 percent in the quarter ended June 30, according to the latest Dell`Oro survey. During the same period, the company`s share of the Layer 4/7 fixed switch and appliance market grew from 16 percent to just over 27 percent, primarily at the expense of larger competitors. In September, Infonetics Research reported that F5 increased its revenue share of the market for Layer 4/7 devices with SSL (Secure Socket Layer) encryption to 79 percent during the first half of calendar 2002. "These gains have clearly strengthened the F5 and BIG-IP brands and positioned the company for significant growth as the rollout of IP-enabled enterprise applications gains momentum and drives demand for secure traffic management solutions," McAdam said.

While quarterly revenues were essentially flat throughout the year, the company`s efforts to control expenses and increase operating efficiency resulted in sequential improvements on its income statement and balance sheet. Over the past four quarters, F5`s gross margin increased more than 10 percentage points, from 66.0 percent in the fourth quarter of 2001 to 76.3 percent in the quarter just ended, while operating expenses remained essentially flat. Within the same period, days sales outstanding (DSO) fell from 77 days to 70 days in the first quarter of 2002 and has been in the high 60s ever since. For the past six quarters, the company has had positive cash flow from operations, contributing to an increase in cash, equivalents and investments from $69.8 million in the fourth quarter a year ago to $80.3 million in the fourth quarter of 2002.

Alongside its successful effort to manage expenses, McAdam said the company continued to invest in new technology throughout fiscal 2002. "Early in the year, we expanded our application switch family and our share of the Layer 4/7 switch market with the introduction of the BIG-IP 2000. In March, we introduced BIG-IP Link Controller, which enables customers with more than one link to the Internet to monitor and control traffic for optimal performance and guaranteed availability. In May, we announced the delivery of BIG-IP Blade Controller, our unique software-only product designed to manage IP (Internet Protocol) traffic within a blade server chassis. And just last week, we announced several new products, including an enhanced and expanded line of application switches and a new version of the BIG-IP software with groundbreaking features and capabilities.

"With the introduction of these new products, we continued to differentiate F5 from our competitors. Our application switch products are currently the only devices on the market that offer advanced Layer 7 functionality with integrated, ASIC-based Layer 2 - 4 switching and SSL acceleration. In addition, the latest release of our BIG-IP software includes features-such as the Universal Inspection Engine (UIE), which can identify any value in a TCP/IP header or payload, and iRules, which can direct, persist, or filter traffic based on values identified by UIE-that take Layer 7 traffic management to a new level. As we move ahead into fiscal 2003, we will continue to pursue an ambitious technology roadmap that we believe will extend our differentiation and enable us to continue expanding our market share.

"That said, we face a number of challenges in the coming year, not the least of which is lingering economic uncertainty with little promise of a near-term improvement in capital spending. However, our core business remains strong, and I am confident that we can meet those challenges. I am also confident that we can continue to expand both our market share and our market presence by leveraging our technology in emerging markets for blade servers, Web services and wireless communications.

"As a result, I believe we can maintain quarterly revenue in a range between $26 million and $27.5 million and achieve bottom-line results at or slightly below breakeven for the quarter ending December 31, 2002," McAdam said.

[Spanidis]

Update F5 Networks Inc.: Strong Buy
16.12.2002 15:03:35

Die Analysten von Needham & Co bewerten in ihrer Analyse vom Freitag, 13. Dezember 2002 die Aktie von F5 Networks Inc. neu mit dem Rating "Strong Buy". Das Kursziel für die Aktie liegt momentan bei 20 $.

[Spanidis]

F5 Networks Announces Fiscal First Quarter Profit

SEATTLE, WA—January 22, 2003—F5 Networks today announced net income of $520,000 ($0.02 per share) on revenue of $27.1 million for the first quarter of fiscal 2003. In the first quarter of fiscal 2002 the company reported a net loss of $2.1 million ($0.08 per share) on revenue of $27.0 million.

F5 president and chief executive officer John McAdam said the company’s return to profitability was a result of continuing improvements in its business model, reflected in several key metrics including improved gross margin and lower operating expenses. In addition, he said, the company generated positive cash flow from operations for the seventh consecutive quarter, increasing cash and investments to $85.2 million.

“During the first quarter, the products we announced in late October got off to a strong start and were well-accepted by our customer base. These new products include the BIG-IP® 5100 and BIG-IP 2400 application switches, featuring faster processors and improved SSL performance, and the BIG-IP 1000, a new line of entry-level application switches. The BIG-IP 2400 also features our new Packet Velocity ASIC which leads the industry in Layer 4 performance. All three products began shipping in early December with version 4.5 of our BIG-IP Application Traffic Management software incorporating Universal Inspection Engine (UIE), which can identify any value in a TCP/IP header or payload, and iRules, which can direct, persist, or filter traffic based on values identified by UIE,” McAdam said.

“In conjunction with continued successful execution of our iControl™ strategy, we believe the superior performance and functionality of our new products will be primary drivers of our revenue growth over the next three quarters. In the first quarter, more than 20 percent of product sales were iControl-related. On January 15, we announced our new Solution Center, designed to demonstrate online how customers can obtain increased ROI from existing applications by using F5 products. Accessible through the F5 Web site, the Solution Center’s Test Lab allows customers, partners and prospects to conduct application integration and interoperability testing with third-party applications, then try out various interoperability and integration scenarios using our products and leading infrastructure software, such as BEA WebLogic, Microsoft .NET, Oracle9i Application Server, and Siebel 7, as well as other applications such as Intrusion Detection Systems,” McAdam said.

Underpinned by the strength of its current product line and the unique capabilities of its new Solution Center, McAdam added, F5 is well-positioned, both financially and from a market perspective, to take advantage of opportunities in the emerging markets for blade servers, Web services and wireless Internet applications, which could begin to impact the company’s results in the second half of fiscal 2003.

For the second quarter of fiscal 2003, he said the company has set a target of $27.0 million to $28.5 million in revenue with net income of $0.02 to $0.04 per share.

[kurale]

Hi,

bin seit ca. 2 Jahren in FFIV investiert, habe somit sämtl. Berg- u. Talfahrten mitgemacht.
Sehe FFIV langfristig sehr positiv.
Der Wert ist in D ja leider kaum bekannt.
Würde mich freuen wenn sich Gleichgesinnte melden.

Kurale

[zzmahoni]

@kurale
na endlich mal wieder jemand hier an "bord"! bin auch schon länger in ffiv investiert, aber in den letzten 2 monaten ist ja nicht wirklich was los!
gruss
zz

[textra]

Hallo bin auch in FFIV investiert und sehe gerade reihenweise Kaufempfehlungs - Aufstufungen.

MfG, textra

http://www.nasdaq.com/earnings/analyst_summary.asp?symbol=FF…

[Spanidis]

heute gegen den markt ca. +8%!!!
jemand infos?
cebit news?

[kurale]

was heißt + 8%; aktuell + 13%F5 Networks Maintains

Leadership Position with No. 1 Worldwide Market Share in the SSL Security Market
Tuesday March 18, 7:03 am ET
F5 continues to focus on enterprise level security and leads the SSL acceleration market for the Layer 4-7 Switch/Load Balancer with SSL category, according to Infonetics Research


SEATTLE--(BUSINESS WIRE)--March 18, 2003-- F5 Networks, Inc. (Nasdaq:FFIV - News), the leading provider of Application Traffic Management solutions, today announced that it continues to hold the No. 1 market share position for SSL (Secure Sockets Layer) acceleration products, in the Layer 4-7 Switch/Load Balancer with SSL category.
ADVERTISEMENT


F5 held the top position with 46% market share based on revenue in Q4 2002, according to the Infonetics Research(1) report. SSL acceleration, when integrated with F5`s Application Traffic Management devices, secure enterprise and Web service applications to provide the highest performance, with predictable availability and scalability.

"F5`s Application Traffic Management devices are the ingress and egress points for all traffic flowing through the network, so it`s logical that enterprises and service providers concerned about security leverage F5 devices for SSL processing," said Neil Osipuk, Directing Analyst at Infonetics Research. "When organizations consider Web services for mission critical applications, security is the most significant question they face. Today, SSL and HTTPS protocol-based security provide the security foundation for Web services and are more than adequate for securely deploying the majority of point-to-point Web services solutions and all types of IP-based applications."

F5`s IP Application Switches incorporate the latest generation of SSL processors, capable of 1000 to 4000 RSA Transactions Per Second (TPS). Overall TPS licensing and processing varies depending on the IP Application Switch platform. The BIG-IP 5100 and 2400 have an optional specialized SSL hardware module, which is FIPS (Federal Information Processing Systems) 140-2 level 3 certified. This certification is recognized worldwide by organizations who require the highest level of security for SSL encryption of application traffic and F5 offers the first switch-based Application Traffic Management device to provide this level of security.

"SSL represents an established security method that all businesses can take advantage of as they roll-out their business critical applications over IP-based networks, including Web services," said Dan Matte, Vice-President of Product Management and Marketing at F5 Networks. "F5 was the first vendor to integrate SSL processing on a switch platform and we continue to lead the market. Customers recognize that F5`s BIG-IP products deliver the most advanced technology coupled with exceptional value to offer the most cost-effective, integrated traffic management solutions on the market today."

(1) Source: Infonetics Research, Inc., SSL Acceleration Hardware - Worldwide Market Share and Forecasts for 4Q02; March 2003.
About F5 Networks

F5 Networks is the industry leader in Application Traffic Management, enabling enterprises and service providers to optimize any mission-critical application or web service, providing secure and predictable delivery of application traffic in an unpredictable environment. Through F5`s unique open iControl(TM) API, third party applications and network devices can take an active role in shaping network traffic, delivering application aware networks that allow customers to direct traffic based on their exact business requirements. Our solutions optimize the availability, security and speed of mission-critical servers and applications, including enterprise applications, web services, mobile IP applications, web publishing, content delivery, e-commerce, caching, firewalls and more. F5`s solutions are widely deployed in large enterprises, the top service providers, financial institutions, government agencies, healthcare, and portals throughout the world. The company is headquartered in Seattle, Washington, and has offices throughout North America, Europe Japan and Asia Pacific. F5 Networks is located on the web at www.f5.com.

This press release may contain forward-looking statements relating to future events or future financial performance that involve risks and uncertainties. Such statements can be identified by terminology such as "may," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "predicts", "potential" or "continue" or the negative of such terms or comparable terms. These statements are only predictions and actual results could differ materially from those anticipated in these statements based upon a number of factors including those identified in the Company`s filings with the SEC.



--------------------------------------------------------------------------------
Contact:
F5 Networks, Inc.
Alane Moran, 206/272-6850
[e-mail]
or
Connect Public Relations
Holly Hagerman, 801/373-7888
[e-mail]


Gruß Kurale

[Spanidis]

F5 Networks Awarded Key Patent for Its Cookie Persistence Technology

F5 Networks files patent infringement lawsuit against
Array Networks, NetScaler, and Radware

SEATTLE, MARCH 19, 2003 – F5 Networks Inc. (NASDAQ: FFIV), the leading provider of Application Traffic Management solutions, today announced that it has been awarded a patent for its Cookie Persistence technology. The U.S. Patent No. 6,473,802, entitled “Method and System for Storing Load Balancing Information with an HTTP Cookie,” enables key capabilities for any traffic management and load balancing product.

F5’s patented Cookie Persistence technology uses an HTTP cookie stored on the customer’s computer to allow the customer to reconnect to the same server previously visited at a Web site. This is important, for example, where a customer adds items to a shopping cart at a Web site, then leaves the site before completing the transaction. When the customer returns, Cookie Persistence allows a traffic management device to direct the customer to the server that has stored the customer’s shopping cart information, allowing the customer to complete the transaction. Without Cookie Persistence, the traffic management device could direct the customer’s request to a different server, which may not know about the customer and his shopping cart status. F5 introduced Cookie Persistence capabilities to the traffic management market in 1999.

F5 has filed a patent infringement lawsuit against Array Networks, Inc., NetScaler, Inc., and Radware, Ltd. in the U.S. District Court in Seattle. According to allegations in the complaint, all three companies are infringing upon the Cookie Persistence patent. F5 Networks is seeking permanent injunctive relief and damages for its patent infringement claim.

“We have invested millions in research and development to deliver the best traffic management products to the market,” said John McAdam, President and CEO of F5 Networks. “Cookie Persistence is no longer just a consideration in planning and designing Web site servers, it is a critical capability and we have incorporated this functionality into all our BIG-IP products. Although F5 does not like to resort to litigation, it cannot allow the unauthorized use of its intellectual property.”

[Spanidis]

moin moin,

heute zahlen, da bin ich mal gespannt!!!

viel glück

[Spanidis]

F5 Networks Honored with 2003 Network Magazine Product of the Year Award

Judges recognize F5`s BIG-IP® product as the most significant in its category

SEATTLE, APRIL 22, 2003--F5 Networks,
Inc. (NASDAQ: FFIV)

the leading provider of Application Traffic Management products, today announced that its BIG-IP® product has been honored with Network Magazine`s 2003 Product of the Year Award in the `Content and Policy Traffic Manager` category. The Products of the Year Awards are chosen by Network Magazine`s editors to recognize the outstanding technical achievement of products and services that are most significant to the network IT community.

"F5`s BIG-IP product stands out in the `Content and Policy Traffic Manager` category for its creative approach to getting the job done-with great benefits to network IT managers and their enterprises," commented Steve Steinke, Editor-in-Chief at Network Magazine. "F5 proves that innovation in the network IT space is alive and well."

Network Magazine`s annual Products of the Year Awards are acknowledged as one of the networking industry`s longest running and most distinguished awards programs. The awards are given to products and services released in the 2002 calendar year, and are evaluated on broad appeal of the product or service to the reader community; competitive enhancements; price/performance advantages; technical ingenuity; new features and applications; and serviceability to the market. All editorial staff members participate in the judging panel to weigh the nomination with comparative data. The Network Magazine editors then consult with readers and active members in the industry to further explore vendor and product performance.

"We`re pleased to receive this prestigious honor from Network Magazine for a second consecutive year," said Dan Matte, Vice-President of Product Management and Marketing at F5 Networks. "This latest version of our BIG-IP product is unique in the industry and has justified a new category within the networking market called `Application Traffic Management`, which supercedes Internet Traffic Management. It`s the only product that offers completely adaptable traffic management capabilities that can switch, persist and filter on any type of IP content such as mobile phone numbers, database operation types, XML payload information, and much more."

BIG-IP - A Uniquely Adaptable Product
Using F5`s BIG-IP solution, customers can apply all the benefits (high availability, scalability, security, and increased performance) delivered by traditional Web Internet Traffic Management to any IP-based application, such as Web services, enterprise or mobile applications. Previously, the types of protocols used by these applications, such as XML, SQL, SIP, etc., could not be understood and acted upon by network devices without designing the functions directly into the application or deploying a complex number of point solutions. The new generation of BIG-IP software offers groundbreaking features and capabilities for deploying high-performance, intelligent networks that can understand any application protocol and securely support any IP application. Learn more about the award-winning BIG-IP product by visiting F5`s booth (# 5469) at Networld + Interop in Las Vegas, from April 29 - May 1.

The Product of the Year Award winners will be featured in the May 2003 issue of Network Magazine and will also be posted online at www.NetworkMagazine.com.

[Spanidis]

mensch, warum kacken die dinger wieder ab,
jedesmal wenn die ein wenig gestiegen sind fallen die wieder, das ergebnis war doch nicht so schlecht,...
oder?
naja, ich glaube es ist besser wenn man sich von den dingern trennt!!!

[kurale]

hi,

ich hoffe für dich das du nicht verkauft hast!

gruß
kurale

[Spanidis]

moin moin,

bin zu lange und zu fett drin um zu einem kurs von 1.,..
zu verkaufen.
was ist aus der nokia beteiligung geworden (10%+option auf 10 %), glaube nichts, oder?
mittlerweile ein kgv 2003 von über 100 und 2004 von ca 60,
auch nicht mehr die billigste,
naja jetzt haben wir so lang ausgehalten, dann gucken wir mal wo uns der weg hinführt, ne.

allen viel glück!!!

[Duschgel]

F5 Networks, Inc. (NASDAQ: FFIV, news) provides products and services to manage and optimize Internet traffic. Its core products, the BIG-IP Controller, the BIG-IP Link Controller and the 3-DNS Controller, are uncommonly good at managing traffic to servers and network devices so customers get predictable and precise delivery of application traffic in an unpredictable environment. David wasn`t surprised to discover that F5 posted the highest revenue growth of any vendor in its particular switch market for the first quarter, a 30% increase over the previous quarter and a 40% increase year-over-year. For the second quarter, F5 posted income of $815,000, or 3 cents a share, on revenue of $28 million, well up from the Q2 2002 net loss of $1.8 million or 7 cents a share on revenue of $27 million.

Overture Services (NASDAQ: OVER, news) is the second-largest player in Internet pay-for

[pondos]

Nokia Group Cuts F5 Networks Stake To 4.7% From 9.4%



WASHINGTON -(Dow Jones)- A group including Nokia Corp. (NOK) cut its stake in F5 Networks Inc.(NASDAQ-NMS:FFIV) (FFIV) to 4.7%, according to an amended Schedule 13D filed Monday with the Securities and Exchange Commission.

The group beneficially owns 1,266,421 common shares. It sold 1.2 million shares to Credit Suisse First Boston on Friday for $16.27 a share.

On May 7, the group reported a 9.4% stake.

According to Monday`s filing, an investor`s right agreement between F5 Networks and Nokia Finance International B.V. ends Sept. 26. The agreement entitled Nokia Finance to nominate one member to the F5 Networks` board.

F5 Networks provides integrated Internet traffic and content-management services designed to improve the availability and performance of mission- critical Internet-based servers and applications.

-Ben Siegel, Dow Jones Newswires; 202-862-3544

[kurale]

Hi,

lange nichts mehr von euch bzgl. ffiv gehört--- keiner mehr investiert?!?!.

Bin gespannt wann wir die 20§ knacken.

gruß

kurale

[kurale]

F5 Networks BIG-IP Link Controller Voted Best Networking Product in the 2003 InfoWorld Readers` Choice Awards
Monday August 18, 8:05 am ET
InfoWorld readers have spoken: More than 1000 voters took to InfoWorld`s online polls


SEATTLE--(BUSINESS WIRE)--Aug. 18, 2003-- F5 Networks, Inc. (Nasdaq:FFIV - News), the leading provider of secure Application Traffic Management products announced today its BIG-IP® Link Controller(TM) 2400 v4.51 product received the 2003 InfoWorld Readers` Choice Award for Best Networking Product from InfoWorld Media Group, responsible for delivering award-winning technology and product news, research and analysis to the IT community for more than 25 years. More than 1,000 readers voted in this year`s Readers` Choice Awards, casting their ballots online from April through June, 2003.
ADVERTISEMENT


"F5 Networks takes pride in providing the industry`s most intelligent and advanced products for Application Traffic Management," said Dan Matte, vice president of product marketing and management at F5. "The InfoWorld Best Networking Product Award is a welcome confirmation that our products are filling the critical quality-of-service need, ensuring traffic is directed over the best possible link and ISP, therefore maximizing ROI for corporate connectivity by allowing enterprises to aggregate inexpensive links."

"InfoWorld readers are a tech-savvy bunch; they`re tapped into the latest products and trends. The Readers` Choice Awards offer readers an ideal forum to share that expertise," said Steve Fox, InfoWorld`s editor-in-chief. "I think this is one of the most effective ways for IT professionals to influence each other and for recipients to get a sense of validation. Furthermore, it gets IT professionals to think twice about their future purchases, and to see what`s hot in the industry, and what`s not."

About BIG-IP Link Controller

BIG-IP Link Controller provides high-availability and intelligent routing for multi-homed networks. As enterprises increase their use of the Internet to deliver their business-critical applications, maintaining only one link to the public network represents a single point of failure and serious network vulnerability. The BIG-IP Link Controller seamlessly monitors availability and performance of multiple WAN connections to intelligently manage bi-directional traffic flows to a site, providing fault tolerant, optimized Internet access.

About F5 Networks

F5 Networks is the industry leader in Application Traffic Management, enabling enterprises and service providers to optimize any mission-critical application or web service, providing secure and predictable delivery of application traffic in an unpredictable environment. Through F5`s unique open iControl(TM) API, third party applications and network devices can take an active role in shaping network traffic, delivering application aware networks that allow customers to direct traffic based on their exact business requirements. Our solutions optimize the availability, security and speed of mission-critical servers and applications, including enterprise applications, web services, mobile IP applications, web publishing, content delivery, e-commerce, caching, firewalls and more. F5`s solutions are widely deployed in large enterprises, the top service providers, financial institutions, government agencies, healthcare, and portals throughout the world. The company is headquartered in Seattle, Wash., and has offices throughout North America, Europe, Japan and Asia Pacific. F5 Networks is located on the web at www.f5.com.

About the InfoWorld Readers` Choice Awards

The InfoWorld Readers` Choice Awards offer InfoWorld readers a chance to express their opinions of the industry`s products, technologies, and vendors. The categories and award candidates are selected by InfoWorld`s senior editorial staff based on technology trends, wave-making products, and the top reviews conducted by the Test Center during the year; readers then vote on the categories, and their responses are tallied to determine the winners. The Readers` Choice Awards are not open to outside nominations, nor do we accept votes from vendors and companies affiliated with vendors. For complete results, please visit (infoworld.com/153).

About InfoWorld Media Group

For 25 years, InfoWorld Media Group has provided cutting-edge coverage and evaluation of IT products and services for technology experts in senior management. Through integrated channels including print, online, and events, InfoWorld reaches the most influential senior-level information technologists -- those who drive their enterprises` strategies and technology purchases. Powered by a continued investment in an independent Test Center, InfoWorld analysts and editors provide both hands-on analysis and evaluation, as well as expert commentary on issues surrounding emerging technologies and products.

About IDG

InfoWorld is a division of IDG, the world`s leading technology media, research, and event company. IDG publishes more than 300 magazines and newspapers and offers online users the largest network of technology-specific sites around the world through IDG.net (www.idg.net), which comprises more than 330 targeted Web sites in 80 countries. IDG is also a leading producer of 168 computer-related events worldwide, and IDG`s research company, IDC, provides global market intelligence and advice through 51 offices in 43 countries worldwide. Company information is available at www.idg.com.

This press release may contain forward-looking statements relating to future events or future financial performance that involve risks and uncertainties. Such statements can be identified by terminology such as "may," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "predicts", "potential" or "continue" or the negative of such terms or comparable terms. These statements are only predictions and actual results could differ materially from those anticipated in these statements based upon a number of factors including those identified in the Company`s filings with the SEC.

[kurale]

Hi,

keiner mehr investiert???


BETAFAKTOR.INFO

F5 Networks interessant Datum: 05.09.2003


Die Analysten von "BetaFaktor.info" empfehlen derzeit ein Engagement in die Aktien von F5 Networks (ISIN US3156161024/ WKN 922977). Die sprudelnde Geldquelle - im Kerngeschäft Traffic-Management-Lösungen fürs Internet blicke man auf eine komfortable Marktführerschaft - wolle das Management nun nutzen, um sich neuen Wachstumsmärkten zu öffnen. Dazu sei vor wenigen Wochen das US-Startup U-Roam übernommen worden. Es sei die erste Akquisition von F5 in der Unternehmensgeschichte gewesen. F5 habe jetzt Know-how und Technologie für hochsichere VPN-Verbindungen (mit zusätzlicher SSL-Verschlüsselung) ohne spezielle Client-Software erworben. Alles, was bisher auf dem Markt sei, erfordere nämlich eine spezielle Software auf dem Gerät des Endanwenders. Mit U-Roam entfalle dieses Hindernis. Der Markt dafür sei noch jung, aber offensichtlich höchst interessant. Selbst Nokia sei kürzlich in dieses Segment eingestiegen. Mobile Netzanschlussmöglichkeiten wie UMTS oder WLAN würden künftig gerade solche Technologien wie die von U-Roam erzwingen. Von den Bewertungseckdaten her sei F5 klar zu teuer. Das 2004er-Kurs-Gewinn-Verhältnis liege bei 79, das Kurs-Umsatz-Verhältnis bei 4. Dennoch zeige der Trendpfeil nach oben, und die Phantasie durch U-Roam beginnt nach Ansicht der Analysten von "BetaFaktor.info" bei F5 gerade erst zu sprießen.


Gruß

Kurale

[textra]

Whoooow!! Elf Schöne Kerzen. Ist bald Weihnachten, gell ?

Grüße alle Beteiligten. textra

[textra]

Die Analysten von ThinkEquity bewerten in ihrer Analyse vom Freitag, 24. Oktober 2003 die Aktie von F5 Networks Inc. neu mit dem Rating "Overweight". Das Kursziel für die Aktie liegt momentan bei 28 $.

Analyst: ThinkEquity
Rating des Analysten: Overweight


Quelle: Aktien & Co 24.10.2003 15:39:00

Schöne Grüße, textra

[nikolo]

Ich sag` nur soviel.........

SEATTLE--(BUSINESS WIRE)--Jan. 21, 2004--F5 Networks (Nasdaq:FFIV)today announced net income of $3.8 million ($0.11 per diluted share)on revenue of $36.1 million for the first quarter of fiscal 2004, upfrom $1.4 million ($0.05 per diluted share) on revenue of $31.6million in the fourth quarter of fiscal 2003. In the first quarter offiscal 2003 the company reported net income of $0.5 million ($0.02 perdiluted share) on revenue of $27.1 million.
F5 president and chief executive officer John McAdam said thecompany´s strong performance reflected continuing strength in its coretraffic management business across all geographic regions and productlines, which helped boost its first quarter operating margin to 11percent. Year over year, product revenue grew 35 percent while servicerevenue increased 28 percent during the same period. In addition,McAdam said sales of the company´s recently acquired FirePass SSL VPNtechnology were stronger than anticipated, accounting for more than 5percent of product sales.
"During the past several quarters we´ve seen increasing returnsfrom our ongoing investments in product development and our focus onenterprise customers," McAdam said. "Growing demand for our coreproducts and services is evidence that enterprises are increasinglyaware of the benefits of application traffic management in general andthe advanced features and functionality that have made BIG-IP atechnology and market leader."
In addition to its strong operating results, McAdam said thecompany continued to strengthen its balance sheet during the quarter.Days sales outstanding (DSO) fell to 44 days, contributing to positivecash flow of $8.4 million from operations. At December 31, 2003, thecompany had $205.0 million in cash, cash equivalents and investments,including $113.6 million from its recently completed public offering.For the second quarter of fiscal 2004, McAdam said management believesthe company will continue to grow sequentially and has set a targetrange of $37.0 million to $39.0 million in revenue with net income of$0.13 to $0.15 per share.

[kurale]

Hi,

ich hoffe ihr seid noch alle investiert.
So kann es weiter gehen.


F5 Networks neues Kursziel Datum: 22.01.2004


Rating-Update: Die Analysten vom Investmenthaus Think Equity Partners stufen die Aktie von F5 Networks (ISIN US3156161024/ WKN 922977) unverändert mit "overweight" ein. Das Kursziel sei von 28 auf 38 USD erhöht worden.


Gruß
Kurale

[pondos]

ist das nicht schön
bin seit 9/2000 dabei und werde es noch ein weilchen bleiben.


23.01.2004
F5 Networks neues Kursziel
First Albany

Rating-Update:

Die Analysten vom Investmenthaus First Albany stufen die Aktie von F5 Networks (ISIN US3156161024/ WKN 922977) unverändert mit "buy" ein. Das Kursziel sei von 30 auf 38 USD erhöht worden.

aktiencheck.de

gruß
pondos

[kurale]

... und nun meldet sich auch noch der "Aktionär", eigentl. ein Grund zu verkaufen.
Aber zum Glück werden die Kurse in den Staaten gemacht.
Ich bleib weiter long.

DER AKTIONÄR

F5 Networks hochinteressant Datum: 28.01.2004


Die Experten des Anlegermagazins "Der Aktionär" halten die F5 Networks-Aktie (ISIN US3156161024/ WKN 922977) für hochinteressant. Mit seinem Flaggschiff "Big-IP" habe der Hersteller von Systemen zur Optimierung des Datenflusses im Internet einen Top-Seller im Angebot. F5 habe schon 2002 ein kleines Umsatzplus von 8% auf 108 Mio. US-Dollar gemeldet und 2003 seien 116 Mio. US-Dollar durch die Bücher geflossen. Die Konsensschätzung für das Geschäftsjahr 2003/2004 betrage 0,37 US-Dollar je Aktie beim Gewinn und für das folgende Jahr 0,56 US-Dollar je Aktie. Die Umsätze sollten im gleichen Zeitraum von 141 auf 170 Mio. US-Dollar steigen. Die Aktie sei eine Ausnahmeerscheinung im Netzwerksektor und das würden sich die Investoren einiges kosten lassen. Wenn sich die positive Geschäftsentwicklung fortsetze, dürfte die üppige Bewertung kaum ein Problem darstellen. Der F5 Networks-Titel, so die Experten von "Der Aktionär", bleibt hochinteressant.


Gruß

Kurale

[pondos]

F5 Networks initiated with "buy"

Friday, February 13, 2004 6:36:18 AM ET
WR Hambrecht & Co

NEW YORK, February 13 (New Ratings) - Analysts at WR Hambrecht initiate coverage of F5 Networks (FFIV) with a "buy" rating. The target price is set to $44.

In a research note published this morning, the analysts mention that F5 Networks has strong growth opportunities in the Layer 4-7 market. The company`s SSL VPN technology initiatives are expected to boost its performance in the near-term, WR Hambrecht adds. The company`s growth in the medium-term is likely to be driven by its favorable positioning.

© 2004 New Ratings

[Duschgel]

http://www.quicken.com/investments/news/story/?story=NewsSto…

von heute: F5 legt Patentstreit bei, der Gegner lizenziert die F5 Patente.

[Duschgel]

ThinkEquity reiterates coverage of FFIV at Overweight, price target $40 Briefing.com - 09:13 AM EST

schönes Preisziel

[pondos]

F5 Networks Announces New Solution Developer Program to Help Partners Expand Reach of Their iControl™-Integrated Applications

Worldwide program supports partners using F5`s unique open API to create new solutions that integrate with F5`s Application Traffic Management architecture

SEATTLE, APRIL 12, 2004 -- F5 Networks, Inc. (NASDAQ: FFIV), the leading provider of Application Traffic Management products, today announced the iControl™ Solution Developer Alliance Program to support the rapidly growing community of solution providers, developers, and integrators adopting F5`s iControl API (Application Programming Interface) for use in creating a broad range of new solutions. The program allows developers to capitalize on their existing skills to develop new, complementary packaged solutions and consulting offerings to customers worldwide. By taking advantage of this program, iControl solution developers can differentiate their company and offerings while garnering new revenue opportunities. F5`s iControl API enables 3rd party developers and integrators to build iControl-integrated applications that help customers maximize the return on their application investments.

The Solution Developer program was developed in direct response to a growing worldwide community of VARs, consultants, and integrators who share a common vision with F5. They understand that applications must work in concert with the underlying network for optimal application performance, reliability and increased operational efficiencies. Solution developers worldwide have begun building and promoting innovative new applications that complement F5 solutions, providing enhancements that solve key customer challenges.

SSI hubcity specializes in innovative software infrastructure development for the Java platform. "Because iControl supports SOAP/XML Web services, it was extremely easy for our developers to extend their skills to developing solutions that help applications and the network work in concert," said Steve Giovannetti, CEO of SSI hubcity. "Now, F5`s Solution Developer program will assist us in reaching customers who can benefit from our solutions that leverage the iControl API."

F5`s Solution Developer Program enables members to increase their reach by collaborating with other solution developers and consultants worldwide, increasing market potential in other geographic markets. The program gives them access to a variety of marketing and promotion opportunities to help support their marketing efforts for their newly created solutions.

Solution Developer Program Materials - Access to marketing templates which guide partners in promoting their solutions, including messaging, presentations, press releases, and other resources to help increase solution marketing success.


Online Marketing Activities - Partner solutions will be promoted on the F5 web site, via F5 newsletters to over 12,000 customer and partner contacts, and through other targeted activities to generate business opportunities.


Promotion to F5 Sales Force and Reseller Channels - Introduction of partner`s offerings to F5 sales force and resellers worldwide, increasing the reach of their value-added applications.


Special pricing - Discounts on F5 products used for solution development and testing as well as discounted technical support options.


Online Technical Resources - Free access to F5 DevCentral, an online iControl forum for developers, and AskF5.

The iControl Solution Developers Program gives 3rd parties an opportunity to differentiate their businesses by creating packaged or customized, value-added iControl-based solutions that save customers time and money. These solutions help customers address some of the biggest challenges facing organizations today as they deploy mission- and business critical IP applications.

Examples of Solution Developer Offerings

Predictive application traffic management through advanced application instrumentation. Hub City Media delivers the most advanced, proactive traffic flow adjustment solution for organizations that rely on J2EE application servers to deliver mission critical applications. Hub City Media is able to deliver this innovative application, coupled with add-value consulting services to meet specific customer needs. (Hub City Media, U.S.: www.hubcitymedia.com)

Secure email transfer for highly secure computing environments. NTT-ME provides email systems deployed in high security environments with an advanced iControl-based communication and protection system designed to prevent unwanted security breaches. NTT-ME can work with individual customers to develop customized, value-add solutions based upon this application to meet unique customer requirements. (NTT-ME Corp., Japan: ifis.ntt-me.co.jp)

Dynamic Blade Provisioning (DBP) to assist with meeting SLA requirements. Clarity`s DBP application provides a multi-vendor solution which allows organizations to reallocate blade servers based on variables defined in the DBP provisioning application. iControl provides the functionality to allow BIG-IP to add and remove resources based on the variables defined in the DBP application. (Clarity Technology, U.K.: http://www.clarity-group.co.uk)

Detailed cost recovery and usage analysis for application and network utilization. Promanage enables corporate IT departments to accurately track IT resource usage, allowing them to charge back to individual departments for cost recovery. Along with their solution, Promanage can provide business practice consulting to help customers get the most out of their solution. (Promanage, Australia: www.promanage.com.au)

F5 device management and back-end application management localized in Chinese. Sinogrid puts administrators in control by offering a localized and specialized GUI for managing F5 network and application resources. To tailor this solution to specific customer requirements, Sinogrid offers additional development consulting services to extend this management solution, which can be localized in other languages as well. (Sinogrid, China: www.sinogrid.com)

F5 device management localized in Spanish. Albora Soluciones, a division of Ingram Micro, offers a solution for administrators performing routine maintenance and management of F5 devices including node, pool, virtual server, and node management. The solution speeds common management functions and provides full Spanish language localization. (Albora Soluciones, Spain: www.albora.es/)

Applications, data and network integration consulting. Corporate Technologies offers custom iControl solutions that address IT challenges associated with managing the interaction between applications and network resources for optimized manageability and reduced operating costs. (Corporate Technologies, U.S.: www.cptech.com)

For more details on partner solutions, visit www.f5.com/solutiondeveloper.

"The iControl Solution Developer Programme adds tremendous backing and support to a powerful API for our service driven architecture," said Wayne Gratton, Technology Director of Technical Services for Clarity Technology based in the UK. "iControl provides a tremendous bond between applications and the network layer. The Solution Developer programme will help partners invest in that bond to help drive additional product and consulting revenues. This programme is strong proof of F5`s commitment to the application space."

Pricing and Availability

The iControl Solution Developer Program is available today at no charge. Solution providers and consultants interested in participating in this program should visit http://www.f5.com/partners/advAlliance/solDevPartner/ to learn more about program benefits and how to get started. To learn more about the iControl API visit www.f5.com/f5products/iControl/.

[pondos]

heute quartalszahlen!!!
prognosen!?

gruß
pondos

[pondos]

morgen zusammen,

Reuters
F5 Networks profit, revenue climb on overseas sales
Wednesday April 21, 4:50 pm ET


SEATTLE, April 21 (Reuters) - Network monitoring equipment maker F5 Networks Inc. (NasdaqNM:FFIV - News) said on Wednesday that its quarterly profit and revenue climbed on strong international sales.
ADVERTISEMENT


The Seattle, Washington-based company said it had a net profit of $6 million, or 16 cents per share, for its fiscal second quarter ended March 31, compared with a profit of $815,000, or 3 cents a share, a year earlier.

Analysts had projected, on average a profit of 14 cents per share, according to forecasts compiled by Reuters Research, a unit of Reuters Group Plc.

Revenue rose to $40.6 million from $28 million a year earlier, the company said.

F5, which makes hardware and software that manages and monitors network data traffic, said that the 45 percent growth in sales was from strong international sales.

"With the Japanese fiscal year ending in March, the second quarter is typically our strongest in Japan and this quarter was no exception," F5 Chief Executive John McAdam said in a statement.

For its third fiscal quarter, F5`s management said it expects revenue of $42 million to $44 million and net income of 18 cents to 20 per share.

Analysts are projecting a profit in the quarter to June 30 of 16 cents per share on revenue of $41 million.

Shares in F5 were down slightly at $31.30, compared to their closing level of $31.83 on Nasdaq


gruß
pondos

[nikolo]

Die Zahlen waren sehr gut, trotzdem bricht der Kurs heute ein (- 6%): Weiß jemand warum?

Grüße Nikolo

[pondos]

moin,

evtl. eine erklärung:

F5 Networks "buy," target price reduced

Thursday, April 22, 2004 11:39:44 AM ET
WR Hambrecht & Co

NEW YORK, April 22 (New Ratings) - Analysts at WR Hambrecht reiterate their "buy" rating on F5 Networks (FFIV.NAS). The target price has been reduced from $44 to $36.

© 2004 New Ratings

[pondos]

wir haben eingekauft!

01.06.2004 / 19:00
F5 Networks übernimmt MagniFire WebSystems

F5 Networks, Inc. (Nasdaq: FFIV, WKN: 922977): F5 Networks gab heute bekannt, MagniFire WebSystems, ein im Bereich Firewall-Anwendungen spezialisiertes Unternehmen, komplett übernommen zu haben. Die Transaktion sei am 31.Mai 2004 vollzogen worden, die entsprechende Transaktionssumme belaufe sich nach Angaben des Unternehmens auf 29 Mio. US-Dollar. Mit der Übernahme beabsichtigt F5 das Produktportfolio im Bereich Internetsicherheit zu stärken. Das von MagniFire WebSystems entwickelte MagniFire TrafficShield(TM) bewahrt Internetnutzer vor sogenannten "Zero-Day"-Attacken und bietet so ein umfassendes Web-Sicherheitssystem, speziell ausgerichtet auf den Unternehmenssektor. Die Nutzung optimierter Real-Time Software soll das TrafficShield nach Unternehmensangaben zusätzlich zur schnellsten Anwendung machen, die derzeit auf dem Markt erhältlich ist.
Die Akquisition von Magni-Fire ergänzt die bereits im letzten Juli vollzogene Übernahme von uRoam und seinem FirePass SSL VPN Produkt durch F5. Zusammen mit dem MagniFire TrafficShield kann F5 Networks nun einen Service anbieten, der mögliche Schwachstellen im Sicherheitsbereich ausmerzt und Unternehmen so vor Angriffen diverser Art via Internet bewahrt.

Quelle: http://www.internetaktien.de/enews/58517.html

[pondos]

und hier die ersten analystenratings

F5 Networks "strong buy"

Wednesday, June 02, 2004 1:28:11 PM ET
JMP Securities

NEW YORK, June 2 (New Ratings) - Analysts at JMP Securities reiterate their "strong buy" rating on F5 Networks (FFIV.NAS). The target price is set to $38.

In a research note published this morning, the analysts mention that the company has acquired MagniFire WebSystems for $29 million in cash. The analysts view the transaction as positive for F5 Networks. MagniFire WebSystems` financial contribution to the company is likely to be in-line with the recently acquired uRoam, JMP Securities adds. F5 Networks has also announced its decision to create a new security business unit in the near term.



F5 Networks "overweight," target price raised

Wednesday, June 02, 2004 1:11:56 PM ET
Think Equity Partners

NEW YORK, June 2 (New Ratings) - Analysts at ThinkEquity Partners reiterate their "overweight" rating on F5 Networks (FFIV.NAS). The target price has been raised from $37 to $40.

http://www.newratings.com

[pondos]

-10% gestern!!!

Analyst Comments Help Pressure F5 Networks` Shares

06-16-04 03:41 PM EST Dow Jones Newswires
LOS ANGELES -- Shares of computer-network management firm F5 Networks Inc. ( FFIV) fell Wednesday after one analyst suggested the company isn`t likely to surpass Wall Street earnings expectations this quarter.

In a research note Tuesday, Thomas Weisel Partners analyst Jason Ader said the company looks set to post U.S. results that are in line with expectations, putting a burden on international sales and new products to drive any incremental results that would surpass Wall Street views.

The limited chance of an upside surprise, said Mr. Ader, made the stock look overvalued at Tuesday`s prices. Mr. Ader doesn`t own shares of F5 and Weisel doesn`t do banking with the company.

"This premium valuation requires flawless execution and meaningful upward earnings revisions, which could be challenging as F5 enters more competitive markets and faces deceleration in the core business," said the note.

Meanwhile, the impact of the selling on F5`s stock price was amplified because it tends to be an illiquid and volatile stock, said Eric Suppinger, analyst at Pacific Growth Equities.

"There is a pretty small float, so you find that when anybody is trying to get in or out of it, you get big movements," he said. Mr. Suppinger doesn`t own shares of F5 and Pacific Growth doesn`t do business with the company.

At 3:15 p.m. EDT, shares of F5 Networks were down $2.74, or 10%, at $24.10 in trading on the Nasdaq Stock Market.

-Steven Vames, Dow Jones Newswires; 323-658-3874; [e-mail]


Dow Jones Newswires
06-16-04 1541ET

[nikolo]

Das hab` ich auch gelesen. Weiß jemand, wer verkauft hat? Nachdem der Umsatz sehr hoch war (fast 4 Mio. Stück) und der free float lediglich bei 13 % (etwa 4 Mio. Aktien) liegt, muß ein großer Institutioneller wie wild verkauft haben.

Charttechnisch schaut`s nun auch ziemlich trüb aus. Trotzdem denk` ich werden die nächsten Quartalszahlen gut bis sehr gut sein, sodass sich nun eine Kaufgelegenheit bieten könnte.

Grüße Nikolo

[CutPall]

Am 21 Juli kommen die Zahlen, bis dahin dürften wir im Abwärtstrendkanal bleiben.



Sofern die Shortseller nicht hier eine Chance wittern. FFIV ist zur Zeit ein angeschlagenes Opfer ...

[nikolo]

Die Frage ist nur, wo wird die Aktie ihren Boden finden. Ich bin seit 02.2000 investiert und habe schon viel mitgemacht und auch schon sehr gute Nachkaufgelegenheiten ausgenützt. Da die Aktie sehr markteng geworden ist, bleibt die Frage, wer verkauft hat, um ansatzweise herauszufinden, wie tief es noch gehen kann.

Ich würde mich über Antworten und weiter Meinungen freuen.

Grüße Nikolo

[pondos]

MAHWAH, N.J., July 20 /PRNewswire-FirstCall/
-- Radware (Nasdaq; RDWR) the leading provider of Intelligent Application Switching (IAS) solutions ensuring the availability, performance and security of networked applications across the enterprise, announced today that it has filed suit in the U.S. District Court of New Jersey against F5 Networks, Inc for infringement of U.S. Patent No. 6,718,359.

The ``359 patent, awarded to Radware in April this year, is directed to methods for determining network proximity and its use in load balancing decisions -- technology which is incorporated in Radware``s flagship product -- WSD(R).

In the Complaint, Radware asserts that the manufacture, use and sale of F5``s 3-DNS(R) product and Big-IP(R) product infringe the ``359 patent and seeks monetary damages as well as permanent injunctive relief.

"Since inception, Radware has been focused on investment in R&D and has continued to demonstrate its leadership and innovation in the Application Switching space," said Roy Zisapel, President and CEO, Radware. "Unfortunately, we learned that in order to protect our intellectual property and our investment in R&D we must, in certain cases, resort to legal action."

About Radware

Radware is the Global Leader in Intelligent Application Switching, enabling the full availability, maximum performance and complete security of all mission critical networked applications while dramatically cutting operating and scaling costs. Radware``s integrated Application Security, Application Infrastructure and End-to-End Connectivity solutions are deployed by over 2,500 enterprises and carriers worldwide. Radware offers the broadest product line in the industry meeting application needs at every critical point across the network including Web and Application Servers, Firewalls, VPNs, ISP links, Anti-Virus Gateways and Cache. Learn more on how Radware Intelligent Application Switching Solutions can enable the security, performance and availability of mission critical applications at http://www.radware.com/ .

http://www.finanznachrichten.de/nachrichten-2004-07/artikel-…

morgen zahlen!!!

[nikolo]

Das waren die gestrigen Zahlen:

F5 Networks Announces Fiscal Third Quarter Results; 16 Percent Operating Margin on Record Quarterly Revenue, Up 52 Percent Year Over Year



SEATTLE--(BUSINESS WIRE)--July 21, 2004--F5 Networks (Nasdaq:FFIV) today announced net income of $7.4 million ($0.20 per diluted share) on record revenue of $44.2 million for the third quarter of fiscal 2004, up from $6.0 million ($0.16 per diluted share) on revenue of $40.6 million in the second quarter. In the third quarter of fiscal 2003 the company reported net income of $1.4 million ($0.05 per diluted share) on revenue of $29.2 million.

F5 president and chief executive officer John McAdam said sales in North America rebounded during the quarter and combined with strong sales in Europe and Asia Pacific to boost overall revenue 9 percent sequentially and 52 percent year over year. Strength in North America was led by product revenue, which grew 32 percent sequentially and contributed to 24 percent sequential growth of North American product and service revenue combined. As expected, Japan revenue was down sequentially following exceptionally strong sales in the prior quarter and reflecting the seasonality that typically characterizes the first quarter of Japan`s fiscal year.

McAdam said sales of the company`s FirePass SSL VPN products also grew during the third quarter. FirePass revenue of $3.8 million was up from $2.7 million in the prior quarter, pushing revenue for the first three quarters of fiscal 2004 to $8.0 million. Steady growth of FirePass sales since the technology was acquired from uRoam in July 2003 is reflected in a recent Infonentics report which ranked FirePass second in global SSL VPN market share.

In line with management`s guidance, the company did not report any revenue from its newest security offering, TrafficShield, acquired with the purchase of MagniFire on May 31 of this year. McAdam said the company will continue to focus on training and integration during the current quarter, ending September 30, and expects to generate its first material revenue from TrafficShield in the first quarter of fiscal 2005, with a target of $8 to $12 million for the year.

Even with the additional operating expenses resulting from the acquisition of MagniFire, the company`s revenue growth enabled it to realize further improvements in its operating margin, which increased to 16 percent from 14 percent in the prior quarter. In addition, the company continued to strengthen its balance sheet, with days sales outstanding (DSO) of 40 days, contributing to positive cash flow of $10.6 million from operations. Following $26.9 million in cash payments related to the purchase of MagniFire, the company had $210 million in cash and investments at June 30.

With the launch of its new traffic management products -- code-named "Buffalo Jump" -- scheduled for early September, McAdam said he is confident the new products will have a positive impact on the company`s core business and will help drive solid revenue growth in fiscal 2005. For the fourth quarter of fiscal 2004, ending September 30, he said management believes the company will continue to grow sequentially and has set a target range of $45 million to $47 million in revenue.

Following F5`s strong performance during the past three quarters, management expects to begin recording additional U.S. income taxes and expects to reverse the valuation allowance on the company`s U.S. deferred tax assets, resulting in an estimated net tax benefit of approximately $5.7 to $6.1 million in the fourth quarter. The estimated net tax benefit includes U.S. federal, state and international taxes. Earnings calculated in a manner consistent with prior quarters are expected to be $0.20 to $0.22 per share. Earnings per share including tax adjustments are expected to be $0.37 to $0.39 per share for the fourth quarter. A reconciliation of the difference between expected earnings before and after the tax adjustment is shown in the following table:


Reconciliation of Expected Fourth Quarter Earnings

Low High
--- ----

Income before income taxes $ 7,800 $ 8,800
Provision for international and state taxes (400) (400)
-------- --------
Net income after international and state taxes $ 7,400 $ 8,400
Net U.S. tax benefit 6,500 6,100
-------- --------
Net income after tax $ 13,900 $ 14,500

Net income after international and state taxes per
share-diluted $ 0.20 $ 0.22
Net income after tax-diluted $ 0.37 $ 0.39

Weighted average shares-diluted 37,500 37,500

[CutPall]

Die Zahlen sollten wieder für Auftrieb sorgen, wenn nicht der Gesamtmarkt so schwach wäre

[kurale]

hi,

was für ne performance in den letzten 5 handelstagen, und das so wie ich es sehe ohne irgendeine nachricht.

gruß
kurale

[kurale]

hi,

schaut weiterhin sehr gut aus...

Three Picks For A Communications Rebound
10.11.04, 10:07 AM ET
Deutsche Bank Securities said the communications-equipment sector is likely to report weak third-quarter results, though "given the extent of negative sentiment among investors, we do not believe this will represent much of a surprise." The research firm said the companies best positioned going into earnings season are Avaya (nyse: AV - news - people ), F5 Networks (nasdaq: FFIV - news - people ) and Juniper Networks (nasdaq: JNPR - news - people )--all rated at "buy."


Schaut euch auch unbedingt -say- satyam an.
Zahlen kommen am 19.10. könnten für ne Überraschung sorgen!
Zwischenzeitlich gehört der Wert zu den jeweiligen Top-Position der Indienfonds, u.a auch zum HSBC India--Fondsvolumen bei 1,5 Mrd. $---Anteil SAY liegt bei 3,84%, das sagt alles!!!!

Gruß
KUrale

[kurale]

hi,

...und weiter geht die party!!!

kurale

[kurale]

Hi,

heute wird gefeiert..+23% und kein Ende in sicht.

Kurale

[CutPall]

Die Zahlen und Prognossen waren ja auch ausserordentlich erfreulich:

SAN FRANCISCO (CBS.MW) -- Shares of F5 Networks rose more than 20 percent Wednesday following the company`s better-than-expected fourth-quarter results.

Shares of the computer network production company were up $6.82 to $39.65.

Analysts at Pacific Growth Equities said Wednesday that F5`s new Internet protocol products are market leaders. With higher sales pushing shares higher, analysts said, "We feel comfortable that they will enable to the company to maintain its momentum as customers learn about their capabilities."

Oppenheimer and Co.`s analysts followed suit Wednesday and increased F5`s price target from $39 to $42 per share.

F5 (FFIV: news, chart, profile) said Tuesday that its fourth-quarter profit grew to $15,8 million, or 43 cents per share, from $1.4 million, or 5 cents a share, in the year-ago period.

Excluding items, F5`s profit from operations was $10.3 million, or 28 cents per share. Revenue surged 59 percent to $50.2 million.

Analysts polled by Thomson First Call were expecting a fourth-quarter profit of 21 cents a share, on revenue of $46.6 million.

F5 said it expects fiscal first-quarter earnings in a range between 20 cents to 21 cents a share, on revenue of $52 million to $54 million. First Call analysts estimate a profit of 17 cents per share on $50 million in revenue.

[kurale]

hi,

...und schon wieder ein neuer jahreshöchstkurs.

gruß

kurale

P.S.: schaut euch unbedingt macr an!!!

[kurale]

Hi,

... heute erneut neuer jahreshöchstkurs--- + 5,1%.!!
Habe meinen bestand gestern bei 42,00 und heute bei 44,90 weiter ausgebaut.

gruß

kurale

[TheodorStorm]

Kurale, du bist ein Fuchs !
Theo

[nikolo]

Hier die neuesten Zahlen!

F5 Networks Announces Results for the First Quarter of Fiscal 2005



SEATTLE--(BUSINESS WIRE)--Jan. 19, 2005--

Continuing Strength in Core Business Drives 66 Percent
Year-over-Year Revenue Growth, Further Improvement in Profitability

For the first quarter of fiscal 2005, F5 Networks (Nasdaq:FFIV) announced revenue of $60.0 million, a 20 percent increase over revenue of $50.2 million in the fourth quarter of fiscal 2004 and a 66 percent increase over revenue of $36.1 million in the first quarter a year ago. The company`s operating margin for the quarter was 24 percent, compared to 20 percent in the prior quarter and 11 percent in the first quarter of fiscal 2004.

Net income for first quarter of fiscal 2005 was $10.0 million ($0.26 per diluted share).

During the fourth quarter of 2004, F5 became subject to income taxes on U.S. income and also reversed the valuation allowance on U.S. deferred tax assets, resulting in net income of $15.8 million ($0.43 per diluted share), which included a net tax benefit of $5.5 million. To present prior results on a tax-affected basis that is comparable to the current period, the company`s financial statements include pro forma earnings for the first and fourth quarters of fiscal 2004. On a pro forma basis, excluding the net tax benefit resulting from the reversal of the valuation allowance and including a 37 percent provision for income taxes, net income for the fourth quarter of fiscal 2004 would have been $6.8 million ($0.18 per diluted share).

In the first quarter of fiscal 2004 the company reported net income of $3.8 million ($0.11 per diluted share). On a pro forma basis, net income for the first quarter of fiscal 2004 would have been $2.6 million ($0.08 per diluted share) had the company recorded a 37 percent provision for income taxes.

F5 president and chief executive officer John McAdam said the company`s strong revenue growth was driven by continuing strength in its core traffic management business across all geographic regions. In addition, McAdam said he believes the recent introduction of the company`s new products (the BIG-IP 6400, 3400 and 1500 running version 9 of the BIG-IP software), will expand its growth opportunities by enabling customers to secure, optimize and deliver their applications in ways that go beyond traditional definitions of application traffic management. Leveraging the full-proxy architecture of the company`s new Traffic Management Operating System (TM/OS), BIG-IP`s advanced functionality includes delivery and optimization features such as IPv6 translation, universal persistence, error response handling, connection pooling, intelligent compression, L7 rate shaping and TCP optimization, as well as a number of security features, including cookie encryption, resource cloaking, advanced client authentication and selective content encryption.

During the first full quarter of shipment, McAdam said demand for the Version 9 BIG-IP products was strong, with sales of the new platforms accounting for 30 percent of application traffic management revenue.

In addition to continued improvement in profitability, McAdam said, the company`s strong revenue growth and leveraged business model enabled it to further strengthen its financial position. During the quarter, collections resulting in 42 days sales outstanding (DSO) contributed to a record $13.5 million in cash from operations and total cash and investments of $254 million at quarter end.

For the second quarter of fiscal 2005, McAdam said management believes the company will continue to grow sequentially and has set a target range of $63.0 million to $65.0 million in revenue with net income of $0.28 to $0.29 per diluted share.

About F5 Networks

F5 enables organizations to successfully deliver business-critical applications and gives them the greatest level of agility to stay ahead of growing business demands. As the pioneer and global leader in Application Traffic Management, F5 continues to lead the industry by driving more intelligence into the network to deliver advanced application agility. F5 products ensure the secure and optimized delivery of applications to any user -- anywhere. Through its flexible and cohesive architecture, F5 delivers unmatched value by dramatically improving the way organizations serve their employees, customers and constituents, while lowering operational costs. The company is headquartered in Seattle, Washington with offices worldwide. For more information go to www.f5.com.

Und? Wer ist noch dabei?
Es sollte aufwärts gehen, auch wenn gute Zahlen langsam zur Gewohnheit werden

Grüße Nikolo