f5 networks BLAST AWAY! Ananlystenerwartungen mit 7 cent geschlagen! - 500 Beiträge pro Seite

[buffie]

Jetzt 100% Megarally!
F5 Networks vernichtet Analystenerwartungen!

F5 Networks, hat seinen Nettogewinn im abgelaufenen Quartal von 1,4 auf 15,8 Millionen Dollar oder 43 Cents pro Aktie steigern können. Der Umsatz kletterte im Vorjahresvergleich um 59 Prozent auf 50,2 Millionen Dollar. Der Pro-Forma-Gewinn lag bei 0,28 Cents pro Aktie, die Analystenschätzungen waren lediglich bei 21 Cents pro Aktie angesiedelt.

Wie das Unternehmen meldete, habe sich das Kerngeschäft robust entwickelt und vor allem die Nachfrage nach Sicherheitslösungen angezogen. Der Ausblick wurde angehoben.


Grüße bufett

[kurale]

hallo buffie,

schön das es noch andere investierte in d gibt.
Heute + 21%, unglaublich.
Bin am überlegen die gewinne durch stopp-loss abzusichern.
Zögere jedoch noch, denn falls wir wirklich ne jahresendrally sehen sollten, sollte noch weiteres potential drin sein.

gruß

kurale

[buffie]

@ kurale
Ich hab den Wert schon ein paar Jahre und immer an die Firma geglaubt. Ich denke auch dass die Aktie in einer Jahresendrally überdurchschnittlich performen wird. Die Zahlen waren phantastisch, der Ausblick sehr gut und trotzdem könnte der Wert bei den nächsten Zahlen positiv überraschen. Im Moment kann also so gut wie nichts anbrennen. Ich werde erstmal dabeibleiben, zumal es teilweise sehr massive Shortverkäufe in diesem Wer gab und nun die Aktien zurückgekauft werden müssen.
Grüße bufett

Bully for F5
By Cody Willard
RealMoney.com Contributor
11/1/2004 10:42 AM EST
URL: http://www.thestreet.com/comment/theteleconomist/10191754.ht…

In the Oct. 13 issue of The Telecom Connection Cody outlined his expectations for F5 Networks in a Portfolio Overview.


We`re stepping full into earnings season, with Intel (INTC:Nasdaq) , and Yahoo! (YHOO:Nasdaq) having kicked off the tech sector Tuesday night. Intel`s quarter was incredible when put in historical context, the company made more money than it made even at the top of the bubble. But Intel didn`t meet the expectations it set just three months ago. To be clear, the company is losing serious market share to Advanced Micro Devices (AMD:NYSE) and is also losing some market share to Apple (AAPL:Nasdaq) as the iPod explosion is driving a return to the Macintosh platform.

Intel can still be a good macro tech-health indicator, though. The company is on track to have yet another near-record-setting quarter in the fourth quarter, which implies that the tech economy is still plugging along and growing at a steady clip.

I`ve had Cisco (CSCO:Nasdaq) in the model portfolio since the newsletter`s inception, and the position`s been a big winner; Cisco`s simply one of the greatest companies in the history of the world. I also think the quarter is going better than most observers expect, as the analysts are wringing their hands largely because of the many warnings from Cisco suppliers. Again, I`d suggest reviewing the past few newsletters for more on why that dynamic is in place and why it`s not necessarily indicative of Cisco`s own business.

I think Juniper`s (JNPR:Nasdaq) business has really been strong, as the IP revolution at the carrier level is continuing to gather steam and Juniper is taking more market share from Cisco in the core router market and from smaller competitors in the IP switching/security lines.

One company that Juniper`s not taking share from is F5 Networks (FFIV:Nasdaq) , which I suspect is having yet another gangbuster quarter. In fact, I want to put more of the model portfolio`s cash into this stock. I expect the company to beat estimates and raise guidance for its next quarter. I also am hearing chatter that there are larger fish looking to swallow this one up. They better hurry or F5 will move up the food chain quickly enough to become an acquirer itself.

[kurale]

hi bufett,

unglaublich wieder + 6% und das bei extrem hohen umsätzen!!
Kann nur Gutes bedeuten.
Bin seit 2002 investiert, hab letzmalig in 2003 zu 7$ nachgekauft.
Wenn ich bedenke, dass ich im Sommer überlegt habe Teile zu 27$ zu geben; hätte mich sonst wo hin gebissen.

Gruß
jurale

[TheodorStorm]

ich habe sie auch mal gehabt und bei
13 dollar mit Verlust verkauft
- ihr glücklichen !
Theo

[kurale]

hi theo,

kennen wir uns nicht???
Hoffe du hast deine bechtle noch!
Die werden uns sicherlich noch viel freude machen.

gruß

kurale

[buffie]

JETZT Angriff auf 2001er $100 Traum-Kursziel

Sensationszahlen! Was sonst???
Traumausblick!! Was sonst???

F5 Networks Announces Results for the First Quarter of Fiscal 2005
Wednesday January 19, 4:05 pm ET
Continuing Strength in Core Business Drives 66 Percent Year-over-Year Revenue Growth, Further Improvement in Profitability


SEATTLE--(BUSINESS WIRE)--Jan. 19, 2005-- For the first quarter of fiscal 2005, F5 Networks (Nasdaq:FFIV - News) 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.
ADVERTISEMENT


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.

----------------------------------------------------


F5 Leaps into Small to Medium Business Market with Radically Simple and Affordable Version of FirePass Remote Access Platform
http://biz.yahoo.com/bw/050119/195202_1.html


F5`s FirePass Controller Delivers Enterprise-Ready Secure Remote Access Solution and Dramatically Reduced Total Cost of Ownership
http://biz.yahoo.com/bw/050119/195150_1.html

F5 Networks Announces Partnership with immixTechnology to Streamline Federal Procurement Process
http://biz.yahoo.com/bw/050119/195147_1.html

viele $$$$$$$$$ wünscht
bufett

[kurale]

hi,

ist sie nicht wunderbar unsere F5.
Die $ 50 haben wir heute schon gesehen und das bei dem Markt.
Hinzu kommt der stärkere dollar, was will man mehr.

Bei den aussichten ist das pontential längst noch nicht ausgeschöpft.

Schaut euch auch MACR an!!!

Gruß

Kurale

[nikolo]

Laut Yahoo-Board "Geflüster" soll schon morgen ein Aktiensplit 1:3 verkündet werden; ebenso sollen (wieder einmal) Übernahmegerüchte (diesmal Juniper) am Markt kursieren.

Weiß jemand Konkreteres?

Grüße Nikolo

[kurale]

hi,

kann mir nicht vorstellen, dass es zum splitt kommt,da dies immer bei der veröffentlichung der zahlen bekannt gegeben wird.

Übernahmefantasie besteht bestimmt.

Unsere f5 rückt immer mehr in den fokus der anleger:

Motley Fool
Small-Cap Ciscos?
Friday January 21, 1:50 pm ET
By Ben McClure


The giant of data networking stocks, Cisco Systems (Nasdaq: CSCO - News), grabs most of the headlines. But that`s no excuse to totally overlook the sector`s minnows. Small-cap players F5 Networks (Nasdaq: FFIV - News) and Extreme Networks (Nasdaq: EXTR - News) are surviving and thriving in Cisco`s shadow. Have a look, and see what you think.
ADVERTISEMENT


Big corporations are learning to love the Internet, and demand continues to pick up in niche applications like traffic management, security, and voice-over Internet. By the looks of the latest quarter`s numbers, that trend is benefiting both F5, which specializes in software that speeds up Internet servers, and Ethernet networking vendor Extreme.

Both companies reported big gains. F5 saw first-quarter revenue jump 66% from last year, with operating margins expand to 24%. Net income for the quarter was $10 million. Extreme saw its second-quarter income grow to $10 million from a loss of $5.6 million a year ago, while revenue climbed 20% to $100.3 million.

To fend off Cisco, both F5 and Extreme need to keep their technology leads and fortifying partnerships. Ramping up new products, Extreme has also inked global distribution deals with Avaya, Dell (Nasdaq: DELL - News), and IBM (NYSE: IBM - News). F5, meanwhile, is bundling products with Oracle (Nasdaq: ORCL - News), Microsoft (Nasdaq: MSFT - News), BEA, and Siebel.

Fools take note: F5 and Extreme are quintessential momentum stocks. Like other small-cap tech stocks, they offer plenty of market price volatility. That can spell opportunity or danger for investors, depending on where the price happens to be.

Extreme Network`s debt load is higher than I would like and the firm has a history of technology hiccups. That said, at $6.58, Extreme might be worth a closer look right now. Extreme trades at 22 times 2005 earnings and 1.5 times EV/sales. With the prospect of accelerating revenues and improved margins, this little stock could produce some pleasant surprises.

F5 has zero debt and about $220 million in cash. Even so, at $49.39, F5 Networks trades at about 45 times 2005 earnings -- a rich premium to its peers. But given the stock`s up and downs, another opportunity might arise to buy at a much lower price.

kurale

[kurale]

Hi,

ich glaub ich trau meinen augen nicht!
Eine woche unterwegs gewesen und unser baby steigt kurzmal um 20%---wo die reise wohl noch hingehen wird??

Grüße an alle investierten

kurale

[kurale]

Hi,

ffiv wird in den s&p midcap 400 aufgenommen.
Dadurch wird f5 noch mehr in den fokus der fonds rücken.

gruß

kurale

[kurale]

Hi,

f5 hat heute gegen den trend im plus geschlossen.
Extrem hohe umsätze über 5 mio. gehandelte aktien, der durchschnitt liegt sonst bei 1,2 mio/tag.
Sehr auffällig ist, dass zu börsenschluss 3 mio. aktien bei steigenden kursen umgesetzt wurden.

Da tut sich was!!---evtl. steht ja ne übernahme an.

Werde weiterhin long bleiben, evtl. werde ich meinen bestand noch weiter erhöhen.

gruß

kurale

[buffie]

Gewinn verdoppelt +++ Gewinn + Ausblick schlagen Analystenerwartungen


F5 Networks Announces Results for Second Quarter of Fiscal 2005
Wednesday April 20, 4:05 pm ET
Company Reports 67% Year-Over-Year Revenue Growth, Further Improvements in Profitability, Record Cash Flow from Operations

SEATTLE--(BUSINESS WIRE)--April 20, 2005--For the second quarter of fiscal 2005, F5 Networks (Nasdaq:FFIV - News) announced revenue of $67.7 million, up 13 percent sequentially over revenue of $60.0 million in the first quarter and 67 percent over revenue of $40.7 million in the second quarter a year ago. Net income for the quarter was $12.1 million ($0.31 per diluted share), compared to $10.0 million ($0.26 per diluted share) in the prior quarter.

For the second quarter of fiscal 2004 the company reported net income of $6.0 million ($0.16 per diluted share). However, during the fourth quarter of 2004, F5 became subject to income taxes on U.S. income, and to present the results for prior periods on a tax-affected basis that is comparable to the current period, the company`s financial statements include pro forma earnings for the second quarter of fiscal 2004. On a pro forma basis, net income for the second quarter of fiscal 2004 would have been $4.0 million ($0.11 per diluted share) had the company recorded a 37 percent provision for income taxes.

"During the second quarter, we continued to see solid growth across our business," said John McAdam, F5 president and chief executive officer. "Demand for our application traffic management products remained strong, and sales of BIG-IP version 9, launched last September, accounted for 47 percent of traffic management revenue. Likewise, strengthening demand for our FirePass SSL VPN products fueled the growth of security revenue to $6.5 million, up 28 percent from the prior quarter."

With gross margins remaining constant at 77 percent, McAdam said a further decline in the company`s expense ratio boosted its operating margin to 26 percent, up from 14 percent in the second quarter of last year. In addition, the company`s financial position contin
ued to strengthen during the quarter, with record cash flow of $17.6 million from operations contributing to a quarter-end balance of $293 million in cash and investments.

For the third quarter of fiscal 2005, ending June 30, McAdam said the company has set a revenue target of $70 million to $72 million, with an earnings target of $0.33 to $0.34 per diluted share.


Viele $$$$$$$ wünscht

bufett

[pondos]

warum fallen die?

[ostod]

ganz einfach, weil manche anleger verstand haben,
die firma ist 35 $ wert, dann sehen wir weiter.
immer schön den ball unten halten.
die gewinne stehen lang und sind steuerfrei oder werden
wenig besteuert, immer ein grund kasse zu machen.
das p/e ist hoch, die market auch,
20 % steigerung sind locker im kurs enthalten.

[kurale]

hi,

hab gestern auch mit erstaunen die nachbörslichen kurse gesehen.
Es wurden zum wiederholten male die prognosen übertroffen, die ersten analysten haben ihre kursziele erhöht, für mich ist der kursverlauf nicht nachvollziehbar.
Hatte bei 50 $ 30% meines bestandes verkauft, habe mir diese heute bei 43,20 wieder zurückgeholt.

kurale

[pondos]

Press Release Source: F5 Networks, Inc.


Speed Up Existing Applications with F5 Networks` New BIG-IP Application Accelerator
Monday April 25, 7:00 am ET


SEATTLE--(BUSINESS WIRE)--April 25, 2005--F5 Networks, Inc. (Nasdaq:FFIV - News):
New and Proven Capabilities Improve Performance of Siebel eBusiness Suite Call Center by 126%, BEA`s Weblogic Portal v8.1 by 121%, Microsoft`s Sharepoint Portal Services 2003 by 125%, and Microsoft`s IIS v6.0 by 70%
F5 Networks, Inc. (Nasdaq:FFIV - News), the global leader in Application Traffic Management, today introduced performance-leading application acceleration and optimization capabilities designed to speed end-to-end user performance over the WAN and significantly reduce organizations` IT infrastructure costs. F5`s new BIG-IP® Application Accelerator 3400 combines award-winning server and application offload technology with a broad array of new client acceleration and bandwidth optimization capabilities.

The BIG-IP Application Accelerator product provides a targeted solution that increases end user performance up to five times and integrates with any Layer 4/7 traffic management product. F5 is also introducing a unique WAN optimization feature set called TCP Express, which is now an integral component of its core Traffic Management Operating System (TM/OS). A state-of-the-art TCP stack that provides a clientless approach for WAN optimization, TCP Express delivers up to 80% performance improvement to users and up to four times improvement in bandwidth efficiency. Unlike other solutions, TCP Express provides a centralized standards-based solution that requires no installation within branch offices or remote browsers. This exclusive feature set helps enterprises achieve higher performance, mitigate WAN-induced errors, and increase their bandwidth efficiency for their existing infrastructure -- without costly changes to the client or within the infrastructure. Today`s announcement also marks the availability of the industry`s most advanced and flexible caching capabilities. F5`s new Fast Cache feature set is the only one in the industry that enables customers to define specific caching policies per business application.

"Application availability and fast response times are of paramount importance to us as we have a large number of customers utilizing our services in over 200 countries," said Kamal Jain, Director, Service Operations, at BrassRing. "F5`s new TCP Express feature set and the BIG-IP Application Accelerator provide a win-win for BrassRing and our customers. It will enhance our users` application experience and speed downloads, without having to change anything on our clients. A completely transparent solution is an absolute requirement for our business. We can`t afford the cost, complexity and intrusiveness of deploying extra boxes or pushing agents down to browsers in order to speed up our applications."

Unlike other companies providing application acceleration technologies, F5 is the first company that has completed real-world testing, which looked at full application transactions. Utilizing Gomez, an independent Internet testing service that measures end-to-end WAN transactions and true client performance, over 2,000 tests were performed for each application to show average performance results for clients around the world. The Gomez results revealed that the BIG-IP product`s acceleration features significantly reduced average end-to-end client response times across all applications tested. A sampling of some of the results include: Siebel eBusiness Suite Call Center (126% performance improvement), BEA`s Weblogic Portal v8.1 (121% performance improvement), Microsoft`s Sharepoint Portal Services 2003 (125% performance improvement), and Microsoft`s IIS v6.0 (70% performance improvement) and Outlook Web Access 2003 (55% performance improvement).

"F5 has a longstanding reputation of making enterprise applications a priority and recognizing the importance of helping customers optimize this significant investment," said Cindy Borovick, Director, Data Center Networks at IDC. "F5`s new application acceleration capabilities take the flexibility of its Traffic Management Operating System to the next level by introducing more specific ways to manage and control enterprise applications."

Highlights of the new BIG-IP product and software modules include:

New BIG-IP Application Accelerator 3400 packages all of F5`s award-winning acceleration technologies into a single, cost-effective system. The product increases client and page download performance up to 5 times, extends bandwidth efficiency by up to 400%, and dramatically offloads server processing. BIG-IP Application Accelerator seamlessly integrates with any L4-L7 traffic management solution.

New "TCP Express" feature set provides 3x the efficiency in utilizing bandwidth links and up to 3x client performance improvement. TCP Express, an industry first, is integrated into F5`s Traffic Management Operating System (TM/OS). Unlike packet-based architectures, F5`s TM/OS operating system and intelligent full TCP proxy delivers dramatic real-world WAN optimization and client performance improvements, optimizing on behalf of legacy OSs and applications that may not be designed to cope with the WAN environment.

New "Fast Cache" Module delivers up to a 9x boost in server capacity. BIG-IP`s intelligent caching functionality provides tremendous scalability and cost savings by offloading repetitive traffic from web and application servers. By offloading server request through F5`s new caching capabilities, BIG-IP`s Fast Cache can offload up to 98% of hit requests to boost server capacity by 9 times. Fast Cache is also the industry`s only integrated cache whose policies can be fine-tuned for each and every application type, providing the kind of flexibility that any organization will need.

Pricing and Availability

All the new BIG-IP acceleration products and features are available today.

The BIG-IP Application Acceleration 3400 -- The new switch has a U.S. list price starting at $26,995 and comes standard with all WAN, LAN, server and application optimization features, including:

TCP Express and Fast Cache features
Award-winning SSL acceleration, TCP connection offload, and Layer 7 bandwidth management
Intelligent compression, server buffering and certificate management capabilities
The product does not include load balancing.

New features available across BIG-IP product line:

TCP Express is enabled by F5`s TM/OS architecture and is included with the BIG-IP v9 product line. All BIG-IP v9 customers on current maintenance contracts are entitled to receive this upgrade. TCP Express runs on all BIG-IP platforms and across all BIG-IP Local Traffic Manager products.
Fast Cache can be purchased as an add-on module on BIG-IP and starts at U.S. list $4,995. It also comes standard on the BIG-IP Application Accelerator 3400.
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. Over 9,000 organizations and service providers worldwide trust F5 to keep their businesses running. The company is headquartered in Seattle, Washington, with offices worldwide. For more information go to www.f5.com.

All brands, names, or trademarks mentioned in this document are the property of their respective owners.

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.

[pondos]

SAP Uses F5 Networks` Security Technology
Tuesday April 26, 7:00 am ET
F5`s FirePass Controller for Secure Remote Access Enables Protection of SAP`s Sensitive Corporate Data Worldwide


MUNICH, Germany & SEATTLE--(BUSINESS WIRE)--April 26, 2005--F5 Networks, Inc. (Nasdaq:FFIV - News), the global leader in Application Traffic Management, today announced that SAP AG, the world`s largest software supplier, is using F5 technology to protect sensitive corporate data. Secure remote access installations based on F5`s FirePass® 4100 series platform have been deployed in SAP offices across the globe in places such as Waldorf, Germany; Newtown Square, Pennsylvania; Palo Alto, California; Singapore and Tokyo. The FirePass 4100 is the latest generation in secure sockets layer virtual private network (SSL VPN) solutions by F5.
ADVERTISEMENT


F5`s FirePass product allows thousands of SAP employees located all over the world to securely connect to corporate applications and data. In addition, FirePass ensures simple administration and state-of-the-art technology to protect SAP`s network and applications. F5`s 4100 enterprise-class hardware platform provides many features for a highly available implementation.

A smooth deployment of FirePass has played a key role in the global environment in which SAP operates. In the Far East, comprehensive support for Japanese, Chinese, and Korean languages contributed to SAP`s decision to go with the FirePass platform. "We`d recommend FirePass to any IT manager faced with the job of equipping a variety of different user types with a secure remote access solution," said Michael Frohn, F5`s General Manager, Central Europe. "The ability to quickly allow immediate external access to an ever-expanding base of business applications and resources from a Laptop, PDA or Mac provides a significant Return on Investment, while lowering the Total Cost of Ownership."

"We have granted remote access to sensitive business data for SAP Consulting and Support Lines of Business. And for the SAP Sales line of business, the FirePass has allowed for easy connections to demo systems," Frohn added.

http://biz.yahoo.com/bw/050426/265042.html?.v=1

[CutPall]

Weiss jemand warum die gestern nachbörslich so gefallen sind ? Habe bislang keine schlechten News gefunden.

[kurale]

hi,

habe nach der meldung bzgl. SAP eigentl. mit einem anziehen der kurse gerechnet, kann mir den kursverfall nicht erklären.
Einzig positiv stimmt mich, dass der kurs den widerstand bei 41,25 (jahrestief) nicht gebrochen hat.
Habe meinen bestand daraufhin bei 42$ weiter erhöht, jedoch mit engen stopp-loss abgesichert.

kurale

[nikolo]

Hi Kurale et al.!

Erklärung ist leicht gegeben:

"Der Netzwerkausrüster Juniper Networks, Inc. gibt am Abend bekannt, die beiden Unternehmen Peribit Networks, Inc., einen Hersteller von WAN-Optimierungs-Technologie, und Redline Networks, Inc., einen Pionier im Bereich Application Front End (AFE)-Technologie, aufkaufen zu wollen. Das Volumen der Peribit-Akquisition liege bei $337 Millionen. Sie soll in Bar, Aktien und durch Zuteilung von Aktienoptionen abgewickelt werden. Die Redline-Akquisition sei mit $132 Millionen bewertet und werde in Bar und Aktienoptionen abgewickelt."

Bedeutet einerseits, dass Juniper versucht in den Layer 4-7 Markt, den F5 dominiert, "einzudringen" und andererseits wohl kein Interesse hat, F5 zu übernehmen. Ein Teil des hohen Kurses (über $50) war auch davon getragen.

Bin aber trotzdem vorsichtig optimistisch, weil die Zahlen nach wie vor passen.......

Grüße Nikolo

PS: Gestehe aber, dass ich die Hälfte meines Anteils zu $ 53 verkauft habe......

[kurale]

hallo nikolo,

hbe ich zwischenzeitl. auch gefunden.
Wundert mich trotzdem das die meldung bzgl. SAP in keinster weise berücksichtigt wird--typisch amis.

Das sind doch klitschen die juniper übernimmt--und dazu noch teuer bezahlt.

Wenn man dann noch bedenkt das f5 ca. 8$ - 9$ cash/ aktie hat( aktienkurs theoretisch somit bei ca. 34$) ist es für mich überhaupt nicht mehr nachvollziehbar.

Wie gesagt habe meine beiden letzten käufe mit engen stopps abgesichert.

Werde bei weiterem kursverfall, unter 40$ erneut zuschlagen.

gruß

kurale

[pondos]

F5 Networks` BIG-IP Application Switch Wins CMP Media LLC`s Network Computing Well-Connected Award for 2005
Wednesday May 4, 2:41 pm ET


LAS VEGAS--(BUSINESS WIRE)--May 4, 2005--F5 Networks, Inc. (Nasdaq:FFIV - News):
After rigorous real world testing of Application Front-End (AFE) and Content Switching solutions, Network Computing recognizes BIG-IP as overall best-in-class and backs its results by purchasing F5 solution for CMP Media Worldwide
F5 Networks, Inc. (Nasdaq:FFIV - News), the global leader in Application Traffic Management, today announced that BIG-IP® 6400 has been named the winner in the category of `Content Switch` by CMP Media LLC`s Network Computing, beating out all other Application Front Ends (AFEs) and enterprise Content Switches combined.

"The Well-Connected Awards are the only industry awards given by technologists based on real-world product testing and evaluation. These awards take the pulse of the technology industry and reflect the best of solutions offered to IT," said Fritz Nelson, VP and Group Publisher of the Network Computing Enterprise Architecture Group. "This is an important distinction from any other award program. The products selected in the Well Connected Awards are unique because they have been graded with the same criteria IT professionals use to make purchasing decisions. These solutions are truly the most outstanding products and services available."

"Being recognized with Network Computing`s Well-Connected Award is significant and further confirmation of F5`s technological leadership and superior business value," said Erik Giesa, Vice President, Product Management and Marketing at F5 Networks. "We`ve established and built on F5`s unique TM/OS architecture and iRules scripting and programming language. Today, this capability provides the foundation for F5`s unique application fluency and flexibility. Customers point to F5`s powerful solutions as the key components for delivering a new level of application acceleration, security, and availability for the WAN as well as the LAN."

The winners of the Network Computing Well-Connected Awards were revealed at a ceremony during the industry`s most influential conferences, Networld+Interop 2005 Las Vegas. All winners will be highlighted on Network Computing Online at http://www.networkcomputing.com


http://biz.yahoo.com/bw/050504/45851.html?.v=1

[pondos]

Form 10-Q for F5 NETWORKS INC


--------------------------------------------------------------------------------

9-May-2005

Quarterly Report



Item 2. Management`s Discussion and Analysis of Financial Condition and Results of Operations
The following Management`s Discussion and Analysis of Financial Condition and Results of Operations should be read in conjunction with our consolidated financial statements and notes thereto contained in the Company`s Annual Report on Form 10-K filed with the Securities and Exchange Commission on December 12, 2004. Our discussion may contain forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995, based upon current expectations. These forward-looking statements include, but are not limited to, statements about our plans, objectives, expectations and intentions and other statements that are not historical facts. Because these forward-looking statements involve risks and uncertainties, our actual results and the timing of certain events could differ materially from those anticipated in these forward-looking statements as a result of certain factors, including those set forth under "Risk Factors" and "Business" in the Company`s Annual Report on Form 10-K for the fiscal year ended September 30, 2004, and elsewhere in this report.

Overview

We are a global provider of software and hardware products and services that help companies efficiently and securely manage their Internet traffic. Our products enhance the delivery, optimization and security of application traffic on Internet-based networks. We market and sell our products primarily through indirect sales channels in the Americas, Europe, Japan and the Asia Pacific regions. Enterprise customers (Fortune 1000 or Business Week Global 1000 companies) in financial services, transportation, government and telecommunications industries continue to make up the largest percentage of our customer base.

Our management monitors and analyzes a number of key performance indicators in order to manage our business and evaluate our financial and operating performance. Those indicators include:

• Revenues. The majority of our revenues are derived from sales of our core products; BIG-IP Local Traffic Manager; BIG-IP Global Traffic Manager; BIG-IP ISP Traffic Manager; and FirePass SSL VPN servers. We also derive revenues from the sales of services including annual maintenance contracts, installation, training and consulting services. We carefully monitor the sales mix of our revenues within each reporting period. We believe customer acceptance rates of our new products and feature enhancements are key indicators of future trends. We also consider overall revenue concentration by customer and by geographic region as additional indicators of current and future trends.

• Cost of revenues and gross margins. We strive to control our cost of revenues and thereby maintain our gross margins. Significant items impacting cost of revenues are hardware costs paid to our contract manufacturers, third-party software license fees, amortization of acquired technology, personnel and overhead expenses. Our margins have remained relatively stable over the past two years; however factors such as sales price, product mix, inventory obsolescence, returns, component price increases, and warranty costs could significantly impact our gross margins from quarter to quarter and represent the significant indicators we monitor on a regular basis.

• Operating expenses. Operating expenses are substantially driven by personnel and related overhead expenses. Existing headcount and future hiring plans are the predominant factors in analyzing and forecasting future operating expense trends. Other significant operating expenses that we monitor include marketing and promotions, travel, professional fees, computer costs related to the development of new products, facilities and depreciation expenses.

• Liquidity and cash flows. Our financial condition remains strong with significant cash and investments and no long term debt. The increase in cash and investments during the first half of fiscal 2005 was primarily due to the proceeds from the exercise of employee stock options and cash from operations. Going forward, we believe the primary driver of our cash flows will be net income from operations. Capital expenditures during the first half of fiscal 2005 were comprised primarily of tenant improvements and information technology infrastructure and equipment to support the growth of our core business activities.



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• Balance sheet. We view cash, short-term and long-term investments, deferred revenue, accounts receivable balances and day`s sales outstanding as important indicators of our financial health. Deferred revenues continued to increase due to the growth in the amount of annual maintenance contracts purchased on new products and maintenance renewal contracts related to our existing product installation base. Our day`s sales outstanding for the second quarter of fiscal 2005 was 46 which we expect to maintain in the mid-40`s range going forward.

Critical Accounting Policies and Estimates

Our consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America. The preparation of these financial statements requires us to make estimates and judgments that affect the reported amounts of assets, liabilities, revenues and expenses, and related disclosure of contingent assets and liabilities. We base our estimates on historical experience and on various other assumptions that are believed to be reasonable under the circumstances. Actual results may differ from these estimates under different assumptions or conditions.

We believe the following critical accounting policies affect the more significant judgments and estimates used in the preparation of our financial statements. These critical accounting policies are consistent with those disclosed in our Annual Report on Form 10-K.

Revenue Recognition. We recognize revenue in accordance with the guidance provided under Statement of Position (SOP) No. 97-2, "Software Revenue Recognition," and SOP No. 98-9 "Modification of SOP No. 97-2, Software Revenue Recognition, with Respect to Certain Transactions." Statement of Financial Accounting Standards (SFAS) No. 48, "Revenue Recognition When Right of Return Exists," and SEC Staff Accounting Bulletin (SAB) No. 104, "Revenue Recognition."

We sell products through distributors, resellers, and directly to end users. We recognize product revenue upon shipment, net of estimated returns, provided that collection is determined to be probable and no significant obligations remain. In certain regions where we do not have the ability to reasonably estimate returns, we defer revenue on sales to distributors until we have received information from the channel partner indicating that the distributor has sold the product to its customer. Payment terms to domestic customers are generally net 30 days. Payment terms to international customers range from net 30 to 90 days based on normal and customary trade practices in the individual markets. We have offered extended payment terms to certain customers, in which case, revenue is recognized when payments are made.

Whenever a software license, hardware, installation and post-contract customer support, or PCS, elements are sold together, a portion of the sales price is allocated to each element based on their respective fair values as determined when the individual elements are sold separately. Revenues from the license of software are recognized when the software has been shipped and the customer is obligated to pay for the software. When rights of return are present and we cannot estimate returns, we recognize revenue when such rights of return lapse. Revenues for PCS are recognized on a straight-line basis over the service contract term. PCS includes rights to upgrades, when and if available, a limited period of telephone support, updates, and bug fixes. Installation revenue is recognized when the product has been installed at the customer`s site. Consulting services are customarily billed at fixed rates, plus out-of-pocket expenses, and revenues are recognized when the consulting has been completed. Training revenue is recognized when the training has been completed.

Reserve for Doubtful Accounts. Estimates are used in determining our allowance for doubtful accounts and are based upon an assessment of selected accounts and as a percentage of our remaining accounts receivable by aging category. In determining these percentages, we evaluate historical write-offs, current trends in the credit quality of our customer base, as well as changes in the credit policies. We perform ongoing credit evaluations of our customers` financial condition and generally do not require any collateral. If there is deterioration of a major customer`s credit worthiness or actual defaults are higher than our historical experience, our allowance for doubtful accounts may not be sufficient.



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Reserve for Product Returns. In some instances, product revenue from distributors is subject to agreements allowing rights of return. Product returns are estimated based on historical experience and are recorded at the time revenues are recognized. Accordingly, we reduce recognized revenue for estimated future returns at the time revenue is recorded. When rights of return are present and we cannot estimate returns, revenue is recognized when such rights lapse. The estimates for returns are adjusted periodically based upon changes in historical rates of returns, inventory in the distribution channel and other related factors. It is possible that these estimates will change in the future or that the actual amounts could vary from our estimates.

Reserve for Warranties. A warranty reserve is established based on our historical experience and an estimate of the amounts necessary to settle future and existing claims on products sold as of the balance sheet date. While we believe that our warranty reserve is adequate and that the judgment applied is appropriate, such amounts estimated to be due and payable could differ materially from what will actually transpire in the future.

Accounting for Income Taxes. We utilize the liability method of accounting for income taxes pursuant to SFAS 109. Accordingly, we are required to estimate our income taxes in each of the jurisdictions in which we operate as part of the process of preparing our consolidated financial statements. This process involves estimating our actual current tax exposure, including assessing the risks associated with tax audits, together with assessing temporary differences resulting from the different treatment of items for tax and accounting purposes. These differences result in deferred tax assets and liabilities. Due to the evolving nature of tax rules combined with the large number of jurisdictions in which we operate, it is possible that our estimates of our tax liability could change in the future, which may result in additional tax liabilities and adversely affect our results of operations, financial condition and cash flows.


Results of Operations


Three months ended Six months ended
March 31, March 31,
2005 2004 2005 2004
(in thousands, except percentages)
Revenues
Net revenues
Products $ 53,332 $ 29,720 $ 99,729 $ 56,096
Services 14,398 10,927 28,010 20,632

Total $ 67,730 $ 40,647 $ 127,739 $ 76,728


Percentage of net revenues
Products 78.7 % 73.1 % 78.1 % 73.1 %
Services 21.3 26.9 21.9 26.9

Total 100.0 % 100.0 % 100.0 % 100.0 %




Net revenues. Total net revenues increased in excess of 66% for the three and six months ended March 31, 2005, respectively, up from comparable periods in the prior year. The improvements were due to increased demand of our core traffic management products, particularly our recently introduced Version 9 BIG-IP products. Revenues from our new security products, predominantly our FirePass SSL/VPN products, contributed to the overall increase and represented 9.6% and 9.1% of total revenues for the three and six months ended March 31, 2005, respectively. Higher services revenues resulting from our increased installed base of products contributed to the overall increases as compared to each of the prior periods. Revenues increased across each of our geographic regions, particularly in the Americas. As a percentage, international revenues were 44.7% of total net revenues for the three months ended March 31, 2005 compared to 45.0% for the same period in the prior year. International revenues grew to 43.1% of total net revenues for the six months ended March 31, 2005 compared to 39.9% in the prior year. We expect international revenues will continue to represent a significant amount of total net revenues although we cannot provide assurance that international revenues as a percentage of total net revenues will remain at current levels.



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Net product revenues increased 79.4% and 77.8% for the three and six months ended March 31, 2005, respectively, up from the comparable periods in the prior year. Sales of our BIG-IP family of application traffic management products represented 90.0% and 91.0% of product revenues for the three months ended March 31, 2005 and 2004, respectively, and 89.9% and 92.6% of product revenues for the six months ended March 31, 2005 and 2004, respectively. Net services revenues increased 31.8% and 35.8% for the three and six months ended March 31, 2005, respectively, up from the comparable periods in the prior year. The increase in services revenue was primarily due to increases in the purchase or renewal of service and support contracts as our installed base of products increased.

Ingram Micro Inc., one of our domestic distributors, accounted for 17.8% and 15.6% of our total net revenues for the three months ended March 31, 2005 and 2004, respectively. For the six months ended March 31, 2005, this distributor accounted for 16.9% of our total net revenues. Ingram Micro Inc. accounted for 24.8% of our accounts receivable as of March 31, 2005.


Three months ended Six months ended
March 31, March 31,
2005 2004 2005 2004
(in thousands, except percentages)
Gross margin
Cost of net revenues
Products $ 11,820 $ 6,799 $ 22,348 $ 12,648
Services 3,908 2,626 7,294 5,088

Total $ 15,728 $ 9,425 $ 29,642 $ 17,736


Gross margin $ 52,002 $ 31,222 $ 98,097 $ 58,992


Cost of net revenues (as a percentage of related
revenue)
Products 22.2 % 22.9 % 22.4 % 22.5 %
Services 27.1 24.0 26.0 24.7

Total 23.2 23.2 23.2 23.1


Gross margin 76.8 % 76.8 % 76.8 % 76.9 %




Cost of Net Product Revenues. Cost of our net product revenues consists of finished products purchased from our contract manufacturers, third-party software license fees, manufacturing overhead, freight, warranty, amortization of acquired technology, and in some cases provisions for excess and obsolete inventory. Our product margins remained stable for all periods presented at just under 78%. In absolute dollars, cost of net product revenues increased 73.8% and 76.7% for the three and six months ended March 31, 2005, respectively, up from the comparable periods in the prior year. The increases were primarily due to an increase in the amount of units shipped.

Cost of Net Services Revenues. Cost of net service revenues consist of the salaries and related benefits of the majority of our professional services staff, travel, facilities, and depreciation expenses. For the three and six months ended March 31, 2005, cost of net services revenues decreased as a percentage of services revenues and increased in absolute dollars as a result of the recent growth in headcount. Services employee headcount at the end of March 2005 increased to 123 from 81 at the end of March 2004. We expect cost of services revenues to continue at these higher levels to support the growth in revenues.

We expect to maintain our gross margins in the near term; however, gross margins could be adversely affected by increased material costs, component shortages, excess and obsolete inventory charges and heightened sales price competition.



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Three months ended Six months ended
March 31, March 31,
2005 2004 2005 2004
(in thousands, except percentages)
Operating expenses
Sales and marketing $ 20,885 $ 15,920 $ 40,525 $ 30,874
Research and development 7,789 5,900 14,763 11,344
General and administrative 5,854 3,855 10,860 7,202
Amortization of unearned compensation - - - 10

Total $ 34,528 $ 25,675 $ 66,148 $ 49,430


Operating expenses (as a percentage of revenue)
Sales and marketing 30.8 % 39.2 % 31.7 % 40.2 %
Research and development 11.5 14.5 11.6 14.8
General and administrative 8.6 9.5 8.5 9.4
Amortization of unearned compensation - - - -

Total 51.0 % 63.2 % 51.8 % 64.4 %




Sales and marketing. Sales and marketing expenses consist of salaries, commissions and related expenses of our sales and marketing staff, costs of our marketing programs, including public relations, advertising and trade shows, facilities and depreciation expenses. The decrease in sales and marketing expenses as a percentage of total net revenues is primarily the result of leveraging our existing sales and distribution infrastructure to support the increased net revenues. In absolute dollars, sales and marketing expenses increased 31.2% and 31.3% for the three and six months ended March 31, 2005, respectively, up from the comparable periods in the prior year. The increase in sales and marketing expenses was primarily due to higher commissions and personnel costs of $3.4 million and $6.5 million for the three and six months ended March 31, 2005, respectively. The increased commission and personnel costs were driven by growth in employee headcount and increased revenue for the respective periods. Sales and marketing headcount at the end of March 2005 increased to 293 from 230 at the end of March 2004. In the future, we expect to continue to increase our sales and marketing expenses to grow revenues and increase our market share.

Research and development. Research and development expenses consist of salaries and benefits for our product development personnel, prototype materials and expenses related to the development of new and improved products, facilities and depreciation expenses. Research and development expenses increased 32.0% and 30.1% for the three and six months ended March 31, 2005, respectively, up from the comparable periods in the prior year. The increase was due to higher personnel costs of $0.9 million and $2.0 million for the three and six months ended March 31, 2005, respectively. Research and development headcount at the end of March 2005 totaled 205 up from 164 at the end of March 2004. Higher prototype expenses of $0.6 million and $0.7 million for the three and six months ended March 31, 2005, respectively, also contributed to the increase. We expect to continue to increase research and development expenses as our future success is dependent on the continued enhancement of our current products and our ability to develop new, technologically-advanced products that meet the changing needs of our customers.

General and administrative. General and administrative expenses consist of salaries and related expenses of our executive, finance, information technology, human resource and legal personnel, third-party professional service fees, bad debt charges, facilities and depreciation expenses. The decrease in general and administrative expenses as a percentage of total net revenues is primarily the result of leveraging our existing corporate infrastructure to support the increased net revenues. In absolute dollars, general and administrative expenses increased 51.9% and 50.8% for the three and six months ended March 31, 2005, respectively, up from the comparable periods in the prior year. The increase was due to higher salary and benefit costs of $0.7 million and $1.6 million and higher professional service fees of $0.6 million and $1.1 million for the three and six months ended March 31, 2005, respectively. The increase in personnel costs was primarily driven by growth in headcount. General and administrative headcount at the end of March 2005 increased to 89 from 74 at the end of March 2004. The increase in professional service fees, particularly audit and internal controls review in connection with the Sarbanes-Oxley Act of 2002, is expected to remain at these increased levels as the Company continues to build its infrastructure to support the worldwide growth



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of our business.

Amortization of unearned compensation. During the current period we did not issue any stock awards below fair market value on the date of the respective grant. Accordingly we recorded no compensation expense related to stock-based incentives during the current period. We are currently evaluating the provisions of the recently revised rules pertaining to stock-based compensation arrangements and expect to incur material stock-based compensation charges related to either restricted stock units or stock options no later than the first quarter of fiscal 2006.


Three months ended Six months ended
March 31, March 31,
2005 2004 2005 2004
(in thousands, except percentages)
Other income and income taxes
Income from operations $ 17,474 $ 5,547 $ 31,949 $ 9,562
Other income, net 1,641 808 3,028 992

Income before income taxes 19,115 6,355 34,977 10,554
Provision for income taxes 7,003 400 12,872 798

Net income $ 12,112 $ 5,955 $ 22,105 $ 9,756


Other income and income taxes (as a percentage
of revenue)
Income from operations 25.8 % 13.6 % 25.0 % 12.5 %
Other income, net 2.4 2.0 2.4 1.3

Income before income taxes 28.2 15.6 27.4 13.8
Provision for income taxes 10.3 1.0 10.1 1.0

Net income 17.9 % 14.7 % 17.3 % 12.7 %




Other income, net. Other income, net, consists of interest income and foreign currency transaction gains and losses. The significant increase was due to a combination of higher yields and increased investment balances.

Income taxes. We recorded a 36.8% provision for income taxes for the six months ended March 31, 2005. In the prior comparable periods when we had a valuation allowance offsetting our U.S. deferred tax assets, the provision for income taxes consisted primarily of foreign taxes related to our international operations. For the remainder of fiscal 2005, we expect to record a provision for income taxes comparable to the current period; however, our effective tax rate may fluctuate based on a number of factors including variations in estimated taxable income in our geographic locations, unforeseen changes in the valuation of our net deferred tax assets or changes in tax laws or interpretations thereof.

Financial Condition

Cash and cash equivalents, short-term investments and long-term investments were $293.3 million as of March 31, 2005 compared to $222.3 million as of September 30, 2003. The increase was due to cash provided by operations of $31.1 million and cash received from employee stock option exercises and ESPP activity of $45.1 million.

Cash provided by operating activities was $31.1 million for the six months ended March 31, 2005 compared to $18.6 million for the same period in the prior year. Cash flow from operations in the six months ended March 31, 2005 resulted from increased net income combined with changes in operating assets and liabilities, as adjusted for various non-cash items including corporate tax deductions on certain employee stock option exercises and depreciation and amortization charges. Due to the significant amount of cumulative net operating losses for tax purposes we do not expect to incur or remit U.S. federal income taxes for the remainder of fiscal 2005.

Cash used in investing activities was $79.4 million for the six months ended March 31, 2005 compared to $138.5 million for the same period in the prior year. The significant amount of cash used in investing activities in

http://biz.yahoo.com/e/050509/ffiv10-q.html



Press Release Source: F5 Networks, Inc.


F5 Networks to Present at the JP Morgan 33rd Annual Technology Conference
Tuesday May 10, 1:16 pm ET


SEATTLE--(BUSINESS WIRE)--May 10, 2005--F5 Networks (Nasdaq:FFIV - News), the global leader in Application Traffic Management, announced today that company management will be presenting at the JP Morgan 33rd Annual Technology Conference to be held at the Westin St. Francis Hotel in San Francisco, California. F5`s presentation will start at 3:30 p.m. PDT on Tuesday, May 17, 2005. F5 presenters include John McAdam, President & CEO, and Steve Coburn, Senior Vice President of Finance and CFO. F5`s presentation will be webcast and accessible until May 19, 2005. Interested viewers can go to http://equityconferences.jpmorgan.com to access a direct link to the webcast.

http://biz.yahoo.com/bw/050510/105967.html?.v=1

[buffie]

ffiv strong buy, $100 price target

F5 Networks Delivers Integrated Support for Microsoft Visual Studio 2005 and the .NET Framework 2.0
Tuesday June 7, 9:00 am ET

# SEATTLE--(BUSINESS WIRE)--June 7, 2005--F5 Networks, Inc. (Nasdaq:FFIV - News):F5`s Visual Studio 2005 integration enables .NET Framework-based applications to monitor, control, and automate network device functions -- providing optimal management and operational efficiency in the datacenter

F5 Networks, Inc. (Nasdaq:FFIV - News), the global leader in Application Traffic Management, today announced that F5`s award-winning Application Traffic Management products integrate seamlessly with Beta 2 of Visual Studio 2005. The integration delivers a rich, comprehensive functionality accessible via SOAP/XML that allows applications created with Visual Studio 2005 to communicate with the F5 Network platform.

By providing integration with Visual Studio 2005, F5 frees enterprise customers to build powerful applications that can monitor and manage network functions utilizing their preferred Microsoft development languages, such as Visual Basic and Visual C#, which accelerates development speed with reduced incremental training time and expenses. Microsoft Visual Studio 2005 Beta 2 can communicate with and influence the behavior of the underlying network through F5`s Application Traffic Management products and iControl(TM) API (Application Programming Interface). F5`s iControl interface enables services and applications to extract or input information in order to adjust application and network behavior via XML Web services.

"Microsoft welcomes F5 Networks` support of Visual Studio 2005 Beta 2 to ensure the successful delivery of .NET Framework-based applications," said Christopher Flores, group product manager in the .NET Developer Product Management Group at Microsoft Corp. "Visual Studio 2005 and the .NET Framework 2.0 highlight Microsoft`s commitment to delivering a complete development platform to satisfy every kind of developer, particularly those in the largest enterprises. F5 complements this strategy by providing our mutual customers with a way to interact with their underlying network."

Building upon the groundbreaking iControl integration with Visual Studio.NET 2002 F5 announced over three years ago, Visual Studio 2005 offers a powerful development platform for building rich applications that provide new levels of productivity. This makes it possible to easily create a rich client application that streamlines the monitoring and management of network technology, while simplifying management duties and providing unmatched levels of control. As an example, Visual Studio 2005 can now communicate with F5`s BIG-IP® product, access WSDL files, and utilize traditional development languages to build a powerful application that greatly simplifies the day to day management of various network devices.

"F5 Networks continues to make iControl easier to incorporate into development plans by providing deep integration with the most in-demand developer environments such as Visual Studio 2005," said Ronald Schmelzer, senior analyst at ZapThink, LLC. "By providing the means by which the applications and services developed with Microsoft Visual Studio 2005 and the .NET Framework 2.0 can interact with the underlying network, and especially F5 and its iControl API, make it easier for developers to deploy highly available, scaleable, and reliable Web services."

Additionally, with Visual Studio 2005 and F5`s iControl SOAP/XML API and BIG-IP product, organizations can add an increased level of proactive control over .NET Framework-based applications by enabling application exceptions to trigger dynamic network configuration changes that alter traffic flow to clustered servers. If an application component shows symptoms of a pending problem, new requests for that application can be reduced automatically -- before the application experiences a failure. Proactively enabling applications to `self-heal` can help organizations obtain maximum availability of their mission critical application deployments, with minimal user interaction.

"We`re pleased to announce that all F5 IP Application Switches and networking products are now compatible with Microsoft Visual Studio 2005 and the .NET Framework 2.0," said Jim Ritchings, Vice-President of Business Development at F5 Networks. "Enterprises rolling out XML Web services must consider end-to-end reliability, performance and security -- all characteristics of the .NET Framework 2.0. F5 is extending the power of the .NET Framework 2.0 with our SOAP/XML-based iControl architecture to provide unprecedented network automation and optimization for rapidly deploying XML Web services and applications."

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[buffie]

Merrill Lynch bullish on FFIV

Merrill Lynch had "generally positive" meetings with the managements of Cisco Systems (nasdaq: CSCO - news - people ), Juniper Networks (nasdaq: JNPR - news - people ), F5 Networks (nasdaq: FFIV - news - people ) and Foundry Networks (nasdaq: FDRY - news - people ). Merrill noted that while Cisco and Juniper each claim to have superior routing technology over the other, "the differences between the two products are not really important anymore" and that "both companies will grow strongly as the carriers continue to dual-source." The research firm said, "We continue to believe that F5 is experiencing positive business momentum near term, but could have challenges longer term."

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[pondos]

F5 Beats, Splits CFO Job

By TSC Staff
10/25/2005 4:56 PM EDT


F5 Networks (FFIV:Nasdaq - commentary - research - Cramer`s Take) posted a solid third-quarter profit, boosted fourth-quarter guidance and named two executives to take finance chief responsibilities.

The Seattle-based maker of content-aware networking gear made $15.7 million, or 39 cents a share, in the quarter ended Sept. 30, down from the year-ago $15.8 million, or 43 cents a share. Excluding stock-based compensation expense, F5 made 47 cents a share, 9 cents ahead of the Wall Street analyst consensus estimate.

Revenue rose to $80.6 million from $50.2 million a year earlier.

F5 said it expects to make 44 or 45 cents a share in the first quarter, on a pro forma basis excluding stock compensation expense, on sales of $86 million. Analysts polled by Thomson First Call had been looking for a 38-cent profit on sales of $82 million.

The company also named Andy Reinland and John Rodriguez senior executives with responsibility for functions and organizations formerly managed by the company`s chief financial officer. As senior vice president and chief finance officer, Reinland will assume responsibility for financial planning and analysis, investor relations and information technology. Rodriguez, as senior vice president and chief accounting officer, will be responsible for worldwide accounting, reporting, human resources and corporate operations. The company said it made the move after an exhaustive search.

After falling 4% during regular trading Tuesday, F5 rose $5.73 to $47.13 in late action

[buffie]

ich sag nur "kaufen, kaufen, kaufen!!!" bei den tollen Zahlen:
9 cent besser als erwartet, ein Traumausblick und Analystenupgrades von McAdams,Wright,Ragen.
Die Durststrecke ist vorbei.

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[pondos]

03.01.2006 - 15:39 Uhr
F5 Networks outperform
Rating-Update:

Die Analysten von Piper Jaffray bestätigen ihr "outperform"-Rating für die Aktie von F5 Networks (ISIN US3156161024/ WKN 922977). Das Kursziel erhöhe man von 61 auf 66 USD.

Analyse-Datum: 03.01.2006


Quelle: Finanzen.net

[pondos]

hat jemand infos zu den heutigen -10%

[buffie]

Tolle Zahlen, toller Ausblick deutlich über Analystenerwartungen

F5 Networks Tops Views
By TSC Staff
1/19/2006 5:04 PM EST
URL: http://www.thestreet.com/tech/networking/10262837.html

F5 Networks (FFIV:Nasdaq) posted better-than-expected first-quarter results and offered a second-quarter guidance that topped Wall Street forecasts.

The Seattle-based maker of networking gear said its net earnings for the December quarter rose to $15.2 million, or 37 cents a share, from $10 million, or 26 cents a share, a year earlier.

Excluding stock-compensation costs, the company earned $19 million, or 47 cents a share. The earnings on this basis beat the company`s own guidance for earnings of 44 cents to 45 cents a share, as well as Thomson First Call`s average analyst estimate of 45 cents.

F5`s revenue rose to $88.1 million from about $60 million, exceeding its forecast of $86 million and Wall Street`s target of $87 million. The company attributed the revenue growth to strength in its core business and growing demand for its TMOS-based products.

The company, noting strength in its core business, projects second-quarter revenue of $93 million to $95 million, with net earnings of 39 cents to 40 cents a share. Excluding stock-compensation charges, F5 targets earnings of 49 cents to 50 cents a share.

The forecast is above analysts` current projections for earnings of 47 cents a share, before charges, and sales of $91 million.

F5 shares recently recently changed hands in after-hours trading at $62,64 , up $3.13, or 5.26%.

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[buffie]

Nach Traumzahlen: Kursziele werden angehoben

F5 Networks Inc.: buy (Kaufman Bros., LP)
Rating-Update:

Die Analysten von Kaufman Brothers stufen die Aktie von F5 Networks (Nachrichten) (ISIN US3156161024/ WKN 922977) unverändert mit "buy" ein. Das Kursziel werde von 63 auf 65 USD angehoben.

Analyse-Datum: 20.01.2006


F5 Networks "buy," target price raised

Friday, January 20, 2006 12:27:06 PM ET
WR Hambrecht & Co

NEW YORK, January 20 (newratings.com) - Analysts at WR Hambrecht reiterate their "buy" rating on F5 Networks (FFIV.NAS). The target price has been raised from $63 to $75.

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[pondos]

allerdings kommen jetzt auch die ersten pessimisten zum vorschein!

Netzwerke
Aktie von F5 Networks bietet sich nicht mehr an


23. Januar 2006 Wenig Grund zur Freude haben Aktionäre, die sich in den Frühzeiten der Börsennotiz der Aktie von F5 Networks für das Papier entschieden haben. Von Kursen bei 155 Dollar will heute keiner mehr etwas wissen. Wer indes ab 2001 zugegriffen hat, kann sich heute freuen. Seitdem ist der Kurs um das Sechzehnfache gestiegen.


F5 Networks ist Spezialist für den sicheren Zugriff auf Software-Anwendungen in Unternehmen von jedem beliebigen Standort und mit jedem möglichen Endgerät, effizientes Schnittstellen-Management also. Die Produkte von F5 gewährleisten das Datenaustausch- und Zugriffs-Management sowie die Netzwerk-Kommunikation obendrein die Sicherheit des Datenverkehrs durch den Einsatz von Firewalls.

Starke Entwicklung seit Jahren



Das sind kurzum diejenigen IT-Bereiche, in denen Unternehmen in den vergangenen Jahren weiter investiert haben. Denn ineffizientes Datenmanagement verursacht hohe Kosten durch Systemfehler, Wartezeiten, Angriffe und vieles mehr, Kosten, die auch durch noch elegantere Programme nicht aufgefangen werden können.

Der Bedarf schlägt sich seit Mitte 2003 in den Bilanzen von F5 deutlich nieder. Stagnierten die Umsätze in den Jahren davor tendenziell, so wuchsen sie im Geschäftsjahr 2003/2004, das am 30. September endete, um 48 und im darauffolgenden Geschäftsjahr um 57 Prozent auf zuletzt 281,41 Millionen Dollar.

Auch der Gewinn entwickelte sich prächtig. 2003 gelangte das Unternehmen in die schwarzen Zahlen und schloß mit einem Gewinn von 14 Cents je Aktie ab. Im darauffolgenden Geschäftsjahr waren es sechseinhalbmal so viel und im vergangenen vollständigen Geschäftsjahr waren es mit 1,34 Dollar abermals 46 Prozent mehr.

Aktienoptionsprogramme belasten

Auch im ersten Quartal, für das das Unternehmen am Freitag Zahlen vorlegte, konnte F5 an diese erfolgreiche Bilanz anschließen. Mit 88,1 Millionen Dollar Umsatz verbuchte F5 abermals Rekorderlöse. Nicht ganz so stark fiel das Nettoergebnis mit 37 Cents je Aktie aus - es war nur der zweithöchste Quartalsgewinn der Unternehmensgeschichte und lag fünf Cents unter dem des Vorquartals. Schuld daran waren indes höhere Rückstellungen für die Einkommensteuer. Auch im vorangegangenen Geschäftsjahr war das Ergebnis des ersten Quartals ein wenig schwächer ausgefallen.

Für das kommende Quartal erwartet F5 einen weiteren Umsatzanstieg auf 93 bis 95 Millionen Dollar und eine Verbesserung des Ergebnisses je Aktie auf 40 Cents. Die Tatsache, daß der Ergebnisanstieg nicht höher ausfällt ist der Tatsache geschuldet, daß F5 damit begonnen hat, Aktienoptionsprogramme für Mitarbeiter einzuführen, die das Reinergebnis belasten. Operativ ist die Planung weiter auf demselben Weg.

Großzügige Bewertung, unsichere Chartformation

Auch wenn die Unternehmensentwicklung positiv ist: Mit geschätzten Kurs-Gewinn-Verhältnissen von 30 für das laufende und 25 für das kommende Geschäftsjahr ist F5 Networks ziemlich hoch bewertet. Und im Konzert der positiven Stimmen schlagen die ersten Analysten leisere Töne an. JMPS sehen vor dem Hintergrund, daß die Umsätze im Bereich Datensicherheit niedriger ausgefallen sind, Produktzyklen zu Ende gehen und das Risiko, daß der Übergang zu neuen Produkten nicht ohne Probleme vonstatten geht.

Nachbörslich gab das Papier am Freitag leicht auf 61,31 Dollar nach und auch in Deutschland notiert die Aktie am Montag 1,11 Prozent niedriger bei 50,10 Euro. Zwar ist der langfristige Aufwärtstrend noch intakt, doch kurzfristig sieht der Chart eher volatil und tendenziell trendlos aus. Ferner läßt sich aus dem Kursbild auch die Gefahr herauslesen, daß sich möglicherweise eine Schulter-Kopf-Schulter-Formation ausbildet. Damit zeigt sich das Papier riskant und so sollte man Neupositionierungen derzeit wohl eher hintanstellen.


Die in dem Beitrag geäußerte Einschätzung gibt die Meinung des Autors und nicht die der F.A.Z.-Redaktion wieder.

Text: @mho
Bildmaterial: FAZ.NET

[pondos]

F5 Networks "outperform"

17.02.2006
Piper Jaffray

Die Analysten von Piper Jaffray vergeben für die Aktie des US-amerikanischen Unternehmens F5 Networks (ISIN US3156161024 / WKN 922977) weiterhin das Rating "outperform".

Aufgrund des Analystentages von Juniper Networks sei man nun hinsichtlich des Wettbewerbsumfelds von F5 Networks zuversichtlicher. Bezüglich der Redline-Produkte habe es von Juniper Networks nur wenige Neuigkeiten gegeben, so dass diese auf kurze Sicht keine Konkurrenz für F5 Networks darstellen dürften. Mit den aktuellen Produkten sowie der technologisch hochwertigen Qualität, die F5 Networks biete, halte man das Unternehmen für bestens positioniert, um weitere Marktanteile hinzugewinnen zu können.

Im Geschäftsjahr 2005 habe F5 Networks ein EPS in Höhe von 1,40 USD erzielt. Die EPS-Schätzung der Analysten betrage für das Geschäftsjahr 2006 2,03 USD, für das Geschäftsjahr 2007 werde ein EPS in Höhe von 2,42 USD erwartet. Auf dieser Grundlage lasse sich ein 2006-KGV von 30,3 sowie ein 2007-KGV von 25,5 ermitteln. Das Kursziel der durchschnittlich volatilen Aktie sehe man weiterhin bei 68 USD.

Vor diesem Hintergrund lautet das Rating der Analysten von Piper Jaffray für die Aktie des Unternehmens F5 Networks "outperform".

quelle: aktiencheck.de



F5 bringt 10 Gbit/s Load Balancing, SSL-Verschlüsselung und Komprimierung
F5 Networks hat mit BIG-IP 8400 eine neue Hochleistungsplattform für den Netzwerkverkehr von großen Firmen, Telekommunikationsunternehmen und Service-Providern angekündigt. Sie soll die einzige einheitliche Plattform sein, die Load Balancing, SSL und HTTP Komprimierung mit einem Durchsatz von 10 Gbps ermöglicht.

Quelle: http://www.tecchannel.de/news/themen/netzwerk/434760/index.h…

[buffie]

F5 NETWORKS im Fahrplan

F5 NETWORKS (FFIV / ISIN: US3156161024) : 68,87 $ (+0,07 %)

Aktueller Wochenchart (log) seit Juni 2002 (1 Kerze = 1 Tag).

Kurz-Kommentierung: F 5 Networks hält sich an unseren Fahrplan und bewegt sich direkt in Richtung Kursziel bei 83,12 $. Als letzte Konsolidierungsformation konnte ein steigendes Dreieck regelkonform nach oben verlassen werden. Bisher ist keine obligatorische Pullbackbewegung in Richtung 64,82 $ erkennbar, sollte sie einsetzen könnten diese Kursabgaben zum strategischen Aufbau von Longpositionen dienen.




Viele $$$$$$$ wünscht
bufett

[buffie]

F5 Networks Inc.: outperform (Piper Jaffray)
Die Börsenexperten von Piper Jaffray stufen die Aktie des US-amerikanischen IT-Konzerns F5 Networks (Nachrichten) (ISIN US3156161024/ WKN 922977) weiterhin mit "outperform" ein.

Man sei davon überzeugt, dass F5 Networks auch im laufenden Jahr wieder einen starken Geschäftsverlauf verbuchen werde. Die Analysten würden ihre Umsatz- und EPS-Schätzung für das Märzquartal von 93,4 Mio. USD auf 95 Mio. USD bzw. von 0,49 USD auf 0,50 USD erhöhen. Nach Einschätzung der Analysten werde die neue Plattform "BIG IP 8400" einen deutlichen Beitrag zum Umsatz des zweiten Halbjahres 2006 leisten. Die Übernahme von Swan Labs habe sich bisher nicht wesentlich nicht in den Umsatzzahlen von F5 Networks bemerkbar gemacht, dies werde sich jedoch aufgrund einer anziehenden Nachfrage voraussichtlich im laufenden Jahr ändern.

Die EPS-Schätzung der Analysten werde für das Fiskaljahr 2006 von 2,03 USD auf 2,05 USD nach oben korrigiert, für das Fiskaljahr 2007 habe man die EPS-Prognose von 2,42 USD auf 2,53 USD erhöht. Hieraus lasse sich ein 2006-KGV von 33,1 und ein 2007-KGV von 26,8 errechnen. Das Kursziel der durchschnittlich volatilen Aktie werde von 68 USD auf 78 USD angehoben.

Vor diesem Hintergrund halten die Aktienspezialisten von Piper Jaffray an ihrem "outperform"-Rating für den Anteilschein von F5 Networks fest.

Viele $$$$$$$ wünscht
bufett

[pondos]

moin,

habe post von meiner bank bekommen:

gegen f5 ist in den usa eine class-action (ipo securitties litigation) anhängig.
dies ist eine besondere klagemöglichkeit, z.b aktionäre einer ag gegen die gesellschaft. man muß als aktionär aber nicht von anfang an als kläger auftreten. das besondere dieser klage ist das man sich zum späteren zeitpunkt der klage anschließen kann, z.b durch einreichen eines "proof of claim" an einem vergleich teilnehmen kann (ohne kosten).
zur teilnahme an dieser class-action sind alle personen berechtigt die aktien im zeitraum 4.6.99-6.12.00 erworben haben!

unterlagen sind erhältlich bei:
in re ipo litigation
c/o the garden city group inc.
notice administrator
p.o. box 9000-6239
merrick/n.y. 11566-9000
tel. [phone]

anfragen bei:

melvy i. weiss, esg., chair
milbergweiss bershad & schulman llp
one pennsylvania plaza
new york/n.y 10119-0165
tel. nr.212)594-5300

ich wundere mich das es sonst keine info darüber gibt.

schreiben ist von der comdirect!


guß
pondos

[buffie]

too fast and too furious

Stop Trading: Winners Win

By TheStreet.com Staff
3/31/2006 3:49 PM EST


The momentum names of the first three months of 2006 should continue to do well into the second three months, Jim Cramer said on CNBC's "Stop Trading!" segment Friday.

"It's a winners win situation," Cramer said, naming Akamai (AKAM), Rackable (RACK), F5 (FFIV), Citrix (CTXS) and Hansen (HANS). "I call them the too fast and too furious."


Viele $$$$$$$ wünscht
bufett