As I have mentioned in prior write-ups on
F5 Networks (Nasdaq:
FFIV), I have a certain bias with regards to this company - namely, I hope it stumbles just enough that I can swoop in and buy up some shares. As this
quarter shows, not only is F5 maintaining (if not extending) its lead in its core ADC market, but it's also seeing good initial results in incremental growth markets. While the
valuation remains quite high, so too is the level of execution and the total addressable market at F5 Networks.
Read more here:
http://stocks.investopedia.com/stock-analysis/2012/F5-Networks-Becoming-A-Multi-Market-Threat-FFIV-CTXS-CSCO-JNPR-CHKP0420.aspx
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