Value investors and tech stocks are typically an oil and water mix,
but I've had enough success with a value approach (or at least a GARP
approach) that I always keep an eye on interesting tech names. One of
the most interesting, albeit frustrating, names has been F5 (FFIV).
While
F5 has a legitimately impressive share of the ADC market and bold plans
to expand into nearby markets like security and diameter signaling,
sluggish product growth and an uncertain future for the ADC market make
this a tricky stock. Though Thursday's post-earnings rally doesn't
necessarily take it off the list as a potential buy, investor
expectations for product revenue re-acceleration may be upping the risk.
Please continue here:
Frustrating F5 Networks Zigs And Zags Again
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